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 6-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 | $4,459 | $45,863-90.3% | $77,024-94.2% | $68,494-93.5% |
| Participation rate | 84.0% | 55.9%+28.0pp | 67.9%+16.0pp | 67.9%+16.1pp |
| Annual return | -13.10% | 1.72%-14.8pp | 42.32%-55.4pp | -7.84%-5.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,357 | $2,962-20.4% | $4,426-46.8% | $4,027-41.5% |
| Admin fee / account holder | $986 | $3,041-67.6% | $5,425-81.8% | $5,403-81.8% |