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 | $4,096 | $75,828-94.6% | $147,614-97.2% | $59,632-93.1% |
| Participation rate | 80.5% | 71.6%+9.0pp | 84.6%-4.1pp | 68.7%+11.8pp |
| Annual return | -1.51% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,465 | $3,485-57.9% | $5,564-73.7% | $2,203-33.5% |
| Participant deferral / active EE | $903 | $3,130-71.1% | $4,895-81.5% | $3,192-71.7% |
| Admin fee / account holder | $2,365 | $5,985-60.5% | $11,611-79.6% | $4,297-45.0% |