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 10-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 | $7,352 | $73,867-90.0% | $143,757-94.9% | $68,494-89.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.74% | 1.01%-15.8pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $881 | $3,184-72.3% | $4,951-82.2% | $2,596-66.1% |
| Participant deferral / active EE | $1,834 | $3,384-45.8% | $5,637-67.5% | $4,027-54.5% |
| Admin fee / account holder | $12,773 | $5,755+122.0% | $14,673-13.0% | $5,403+136.4% |