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 9-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 | $7,010 | $92,703-92.4% | $82,719-91.5% | $134,475-94.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.98% | 944.92%-956.9pp | 701.18%-713.2pp | 417.96%-429.9pp |
| Employer contribution / active EE | $609 | $3,274-81.4% | $3,009-79.8% | $4,740-87.2% |
| Participant deferral / active EE | $2,515 | $4,802-47.6% | $4,395-42.8% | $6,400-60.7% |
| Admin fee / account holder | $4,056 | $5,983-32.2% | $5,329-23.9% | $11,426-64.5% |