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 8-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 | $6,227 | $92,703-93.3% | $82,719-92.5% | $134,475-95.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.64% | 944.92%-965.6pp | 701.18%-721.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $674 | $3,274-79.4% | $3,009-77.6% | $4,740-85.8% |
| Participant deferral / active EE | $1,935 | $4,802-59.7% | $4,395-56.0% | $6,400-69.8% |
| Admin fee / account holder | $2,892 | $5,983-51.7% | $5,329-45.7% | $11,426-74.7% |