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 6-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 | $12,723 | $82,664-84.6% | $125,339-89.8% | $68,494-81.4% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | 40.78% | -5.97%+46.8pp | 572.05%-531.3pp | -7.84%+48.6pp |
| Employer contribution / active EE | $1,025 | $3,381-69.7% | $4,814-78.7% | $2,596-60.5% |
| Participant deferral / active EE | $4,972 | $6,110-18.6% | $7,446-33.2% | $4,027+23.5% |
| Admin fee / account holder | $1,004 | $6,275-84.0% | $10,010-90.0% | $5,403-81.4% |