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 6-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 | $11,520 | $138,044-91.7% | $125,339-90.8% | $134,475-91.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.89% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,439 | $5,243-53.5% | $4,814-49.3% | $4,740-48.5% |
| Participant deferral / active EE | $5,473 | $7,799-29.8% | $7,446-26.5% | $6,400-14.5% |
| Admin fee / account holder | $14,992 | $11,571+29.6% | $10,010+49.8% | $11,426+31.2% |