See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,567 | $99,640-90.4% | $86,436-88.9% | $134,475-92.9% |
| Participation rate | 77.8% | 82.0%-4.3pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -13.62% | 6782.58%-6796.2pp | 4394.89%-4408.5pp | 417.96%-431.6pp |
| Employer contribution / active EE | $4,138 | $4,400-6.0% | $3,769+9.8% | $4,740-12.7% |
| Participant deferral / active EE | $18,273 | $7,246+152.2% | $6,952+162.9% | $6,400+185.5% |
| Admin fee / account holder | $106,281 | $8,371+1169.6% | $6,731+1479.0% | $11,426+830.2% |