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 | $17,371 | $142,344-87.8% | $119,609-85.5% | $134,475-87.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.35% | -12.44%+3.1pp | -14.97%+5.6pp | 417.96%-427.3pp |
| Employer contribution / active EE | $1,090 | $5,222-79.1% | $4,232-74.2% | $4,740-77.0% |
| Participant deferral / active EE | $5,188 | $6,469-19.8% | $5,602-7.4% | $6,400-18.9% |
| Admin fee / account holder | $31,490 | $13,584+131.8% | $10,323+205.0% | $11,426+175.6% |