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 5-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 | $13,305 | $190,805-93.0% | $159,960-91.7% | $134,475-90.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.67% | 552.23%-564.9pp | 408.60%-421.3pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,170 | $4,995-76.6% | $4,226-72.3% | $4,740-75.3% |
| Participant deferral / active EE | $3,115 | $6,923-55.0% | $6,182-49.6% | $6,400-51.3% |
| Admin fee / account holder | $301 | $10,471-97.1% | $8,698-96.5% | $11,426-97.4% |