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 | $11,874 | $81,900-85.5% | $119,609-90.1% | $68,494-82.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.24% | -23.82%+5.6pp | -14.97%-3.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,655 | $2,693-1.4% | $4,232-37.3% | $2,596+2.3% |
| Participant deferral / active EE | $3,276 | $4,148-21.0% | $5,602-41.5% | $4,027-18.6% |
| Admin fee / account holder | $681 | $6,582-89.6% | $10,323-93.4% | $5,403-87.4% |