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 | $12,040 | $190,805-93.7% | $159,960-92.5% | $134,475-91.0% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -12.23% | 552.23%-564.5pp | 408.60%-420.8pp | 417.96%-430.2pp |
| Employer contribution / active EE | $1,842 | $4,995-63.1% | $4,226-56.4% | $4,740-61.1% |
| Participant deferral / active EE | $2,116 | $6,923-69.4% | $6,182-65.8% | $6,400-66.9% |
| Admin fee / account holder | $476 | $10,471-95.5% | $8,698-94.5% | $11,426-95.8% |