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 | $7,518 | $82,664-90.9% | $125,339-94.0% | $68,494-89.0% |
| Participation rate | 95.6% | 75.0%+20.5pp | 82.4%+13.2pp | 67.9%+27.7pp |
| Annual return | -15.91% | -5.97%-9.9pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,212 | $3,381-64.2% | $4,814-74.8% | $2,596-53.3% |
| Participant deferral / active EE | $3,296 | $6,110-46.1% | $7,446-55.7% | $4,027-18.2% |
| Admin fee / account holder | $2,571 | $6,275-59.0% | $10,010-74.3% | $5,403-52.4% |