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 | $16,124 | $78,694-79.5% | $67,652-76.2% | $125,391-87.1% |
| Participation rate | 73.3% | 78.8%-5.5pp | 75.7%-2.3pp | 83.2%-9.9pp |
| Annual return | -3.06% | 9.46%-12.5pp | 6625.04%-6628.1pp | 282.22%-285.3pp |
| Employer contribution / active EE | $2,085 | $3,044-31.5% | $2,266-8.0% | $4,866-57.2% |
| Participant deferral / active EE | $5,039 | $4,292+17.4% | $3,560+41.5% | $5,352-5.8% |
| Admin fee / account holder | $1,519 | $7,403-79.5% | $4,821-68.5% | $9,540-84.1% |