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 | $3,233 | $53,162-93.9% | $91,220-96.5% | $68,494-95.3% |
| Participation rate | 95.1% | 63.2%+31.9pp | 73.2%+21.9pp | 67.9%+27.2pp |
| Annual return | -18.55% | -3.14%-15.4pp | 114.01%-132.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $864 | $1,709-49.5% | $2,850-69.7% | $2,596-66.7% |
| Participant deferral / active EE | $1,327 | $2,974-55.4% | $4,234-68.7% | $4,027-67.1% |
| Admin fee / account holder | $693 | $4,493-84.6% | $5,420-87.2% | $5,403-87.2% |