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 7-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 | $38,439 | $103,031-62.7% | $78,805-51.2% | $357,791-89.3% |
| Participation rate | 0.0% | 81.4%-81.4pp | 73.6%-73.6pp | 85.6%-85.6pp |
| Annual return | 13.57% | -11.97%+25.5pp | -2.71%+16.3pp | 396.79%-383.2pp |
| Employer contribution / active EE | $0 | $6,909-100.0% | $4,059-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $3,584-100.0% | $5,521-100.0% |
| Admin fee / account holder | $10,711 | $5,883+82.1% | $5,677+88.7% | $28,387-62.3% |