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 5-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 | $12,284 | $190,805-93.6% | $159,960-92.3% | $134,475-90.9% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -16.35% | 552.23%-568.6pp | 408.60%-425.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,333 | $4,995-73.3% | $4,226-68.5% | $4,740-71.9% |
| Participant deferral / active EE | $7,341 | $6,923+6.0% | $6,182+18.7% | $6,400+14.7% |
| Admin fee / account holder | $2,746 | $10,471-73.8% | $8,698-68.4% | $11,426-76.0% |