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 5-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 | $5,353 | $88,594-94.0% | $70,092-92.4% | $134,475-96.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.88% | 442.67%-459.5pp | 190.73%-207.6pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,226 | $3,233-62.1% | $2,559-52.1% | $4,740-74.1% |
| Participant deferral / active EE | $1,952 | $4,772-59.1% | $3,849-49.3% | $6,400-69.5% |
| Admin fee / account holder | $898 | $10,441-91.4% | $6,267-85.7% | $11,426-92.1% |