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 | $17,512 | $138,065-87.3% | $123,544-85.8% | $135,375-87.1% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -7.72% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,653 | $5,151-48.5% | $4,628-42.7% | $4,779-44.5% |
| Participant deferral / active EE | $4,529 | $6,799-33.4% | $6,426-29.5% | $5,609-19.3% |
| Admin fee / account holder | $2,828 | $10,916-74.1% | $9,284-69.5% | $10,827-73.9% |