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 | $10,557 | $105,860-90.0% | $90,749-88.4% | $134,475-92.1% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -17.37% | -11.01%-6.4pp | -12.16%-5.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,563 | $3,462-54.8% | $2,921-46.5% | $4,740-67.0% |
| Participant deferral / active EE | $2,862 | $5,216-45.1% | $4,564-37.3% | $6,400-55.3% |
| Admin fee / account holder | $1,857 | $13,938-86.7% | $8,445-78.0% | $11,426-83.7% |