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 | $16,568 | $138,065-88.0% | $123,544-86.6% | $135,375-87.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.08% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $3,164 | $5,151-38.6% | $4,628-31.6% | $4,779-33.8% |
| Participant deferral / active EE | $2,904 | $6,799-57.3% | $6,426-54.8% | $5,609-48.2% |
| Admin fee / account holder | $10,114 | $10,916-7.3% | $9,284+8.9% | $10,827-6.6% |