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 5-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 | $4,543 | $54,350-91.6% | $82,719-94.5% | $68,494-93.4% |
| Participation rate | 95.7% | 63.9%+31.7pp | 72.6%+23.1pp | 67.9%+27.8pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,382 | $2,218+7.4% | $3,009-20.8% | $2,596-8.2% |
| Participant deferral / active EE | $2,125 | $3,246-34.5% | $4,395-51.6% | $4,027-47.2% |
| Admin fee / account holder | $860 | $4,395-80.4% | $5,329-83.9% | $5,403-84.1% |