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 | $10,509 | $84,695-87.6% | $73,843-85.8% | $125,391-91.6% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -0.55% | 3123.53%-3124.1pp | 2267.84%-2268.4pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,220 | $3,123-60.9% | $2,787-56.2% | $4,866-74.9% |
| Participant deferral / active EE | $1,626 | $3,992-59.3% | $3,583-54.6% | $5,352-69.6% |
| Admin fee / account holder | $1,474 | $5,691-74.1% | $4,880-69.8% | $9,540-84.5% |