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 | $11,039 | $138,065-92.0% | $123,544-91.1% | $135,375-91.8% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -8.88% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,277 | $5,151-55.8% | $4,628-50.8% | $4,779-52.4% |
| Participant deferral / active EE | $3,150 | $6,799-53.7% | $6,426-51.0% | $5,609-43.8% |
| Admin fee / account holder | $1,419 | $10,916-87.0% | $9,284-84.7% | $10,827-86.9% |