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 | $11,587 | $95,971-87.9% | $74,550-84.5% | $135,375-91.4% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -7.37% | 56.96%-64.3pp | 32.53%-39.9pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,207 | $2,716-18.7% | $1,961+12.5% | $4,779-53.8% |
| Participant deferral / active EE | $2,839 | $3,843-26.1% | $3,108-8.7% | $5,609-49.4% |
| Admin fee / account holder | $7,026 | $6,522+7.7% | $5,060+38.9% | $10,827-35.1% |