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 | $12,634 | $190,805-93.4% | $159,960-92.1% | $134,475-90.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.32% | 552.23%-572.6pp | 408.60%-428.9pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,280 | $4,995-54.4% | $4,226-46.1% | $4,740-51.9% |
| Participant deferral / active EE | $7,986 | $6,923+15.4% | $6,182+29.2% | $6,400+24.8% |
| Admin fee / account holder | $509 | $10,471-95.1% | $8,698-94.1% | $11,426-95.5% |