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 9-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 | $24,209 | $135,635-82.2% | $110,238-78.0% | $135,375-82.1% |
| Participation rate | 73.7% | 83.5%-9.8pp | 79.8%-6.1pp | 82.6%-9.0pp |
| Annual return | -8.15% | 513.19%-521.3pp | 314.74%-322.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,746 | $4,906-44.0% | $3,826-28.2% | $4,779-42.5% |
| Participant deferral / active EE | $5,433 | $5,506-1.3% | $4,672+16.3% | $5,609-3.1% |
| Admin fee / account holder | $674 | $11,457-94.1% | $8,547-92.1% | $10,827-93.8% |