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 | $32,214 | $478,521-93.3% | $18,970+69.8% | $478,521-93.3% |
| Participation rate | 100.0% | 89.3%+10.7pp | 48.1%+51.9pp | 89.3%+10.7pp |
| Annual return | -5.03% | 101.52%-106.6pp | 0.22%-5.3pp | 101.52%-106.6pp |
| Employer contribution / active EE | $3,057 | $22,406-86.4% | $5,056-39.5% | $22,406-86.4% |
| Participant deferral / active EE | $3,257 | $7,699-57.7% | $1,657+96.5% | $7,699-57.7% |
| Admin fee / account holder | $3,692 | $12,578-70.6% | $1,675+120.4% | $12,578-70.6% |