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 | $10,002 | $138,044-92.8% | $125,339-92.0% | $134,475-92.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.20% | 750.33%-762.5pp | 572.05%-584.2pp | 417.96%-430.2pp |
| Employer contribution / active EE | $3,436 | $5,243-34.5% | $4,814-28.6% | $4,740-27.5% |
| Participant deferral / active EE | $3,378 | $7,799-56.7% | $7,446-54.6% | $6,400-47.2% |
| Admin fee / account holder | $6,465 | $11,571-44.1% | $10,010-35.4% | $11,426-43.4% |