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 | $9,073 | $44,850-79.8% | $60,547-85.0% | $59,632-84.8% |
| Participation rate | 76.3% | 59.5%+16.8pp | 68.0%+8.4pp | 68.7%+7.6pp |
| Annual return | 0.00% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $412 | $1,462-71.8% | $2,419-83.0% | $2,203-81.3% |
| Participant deferral / active EE | $1,105 | $2,230-50.4% | $3,328-66.8% | $3,192-65.4% |
| Admin fee / account holder | $332 | $3,635-90.9% | $4,536-92.7% | $4,297-92.3% |