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 4-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 | $9,249 | $59,107-84.4% | $86,436-89.3% | $68,494-86.5% |
| Participation rate | 87.0% | 75.2%+11.8pp | 80.3%+6.7pp | 67.9%+19.1pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $4,142 | $2,519+64.5% | $3,769+9.9% | $2,596+59.6% |
| Participant deferral / active EE | $9,126 | $5,901+54.7% | $6,952+31.3% | $4,027+126.6% |
| Admin fee / account holder | $306 | $5,637-94.6% | $6,731-95.5% | $5,403-94.3% |