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 9-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 | $12,298 | $97,757-87.4% | $83,848-85.3% | $135,375-90.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.16% | 1287.37%-1287.5pp | 850.88%-851.0pp | 519.73%-519.9pp |
| Employer contribution / active EE | $2,095 | $4,222-50.4% | $3,631-42.3% | $4,779-56.2% |
| Participant deferral / active EE | $9,726 | $4,682+107.7% | $4,082+138.3% | $5,609+73.4% |
| Admin fee / account holder | $489 | $6,674-92.7% | $5,478-91.1% | $10,827-95.5% |