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 3-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 | $4,757 | $77,899-93.9% | $149,673-96.8% | $75,163-93.7% |
| Participation rate | 92.4% | 65.6%+26.8pp | 78.8%+13.7pp | 67.2%+25.2pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,094 | $3,137-65.1% | $4,818-77.3% | $2,670-59.0% |
| Participant deferral / active EE | $2,166 | $3,411-36.5% | $5,680-61.9% | $4,125-47.5% |
| Admin fee / account holder | $999 | $5,956-83.2% | $13,210-92.4% | $5,651-82.3% |