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 | $6,656 | $92,703-92.8% | $82,719-92.0% | $134,475-95.1% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -11.21% | 944.92%-956.1pp | 701.18%-712.4pp | 417.96%-429.2pp |
| Employer contribution / active EE | $1,379 | $3,274-57.9% | $3,009-54.2% | $4,740-70.9% |
| Participant deferral / active EE | $1,578 | $4,802-67.1% | $4,395-64.1% | $6,400-75.3% |
| Admin fee / account holder | $1,446 | $5,983-75.8% | $5,329-72.9% | $11,426-87.3% |