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 7-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 | $14,743 | $57,354-74.3% | $83,848-82.4% | $64,186-77.0% |
| Participation rate | 88.5% | 68.6%+19.9pp | 76.1%+12.3pp | 69.6%+18.9pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,301 | $2,545-48.9% | $3,631-64.2% | $2,381-45.3% |
| Participant deferral / active EE | $2,716 | $2,993-9.3% | $4,082-33.5% | $3,470-21.7% |
| Admin fee / account holder | $463 | $4,046-88.5% | $5,478-91.5% | $4,888-90.5% |