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 | $3,935 | $92,703-95.8% | $82,719-95.2% | $134,475-97.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.73% | 944.92%-959.7pp | 701.18%-715.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,952 | $3,274-40.4% | $3,009-35.1% | $4,740-58.8% |
| Participant deferral / active EE | $2,627 | $4,802-45.3% | $4,395-40.2% | $6,400-59.0% |
| Admin fee / account holder | $2,787 | $5,983-53.4% | $5,329-47.7% | $11,426-75.6% |