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 | $12,451 | $97,757-87.3% | $83,848-85.2% | $135,375-90.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.78% | 1287.37%-1295.1pp | 850.88%-858.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,581 | $4,222-62.6% | $3,631-56.5% | $4,779-66.9% |
| Participant deferral / active EE | $3,118 | $4,682-33.4% | $4,082-23.6% | $5,609-44.4% |
| Admin fee / account holder | $2,189 | $6,674-67.2% | $5,478-60.0% | $10,827-79.8% |