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 6-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 | $6,099 | $59,107-89.7% | $86,436-92.9% | $68,494-91.1% |
| Participation rate | 92.9% | 75.2%+17.6pp | 80.3%+12.5pp | 67.9%+25.0pp |
| Annual return | -18.06% | -0.23%-17.8pp | 4394.89%-4413.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,134 | $2,519-15.3% | $3,769-43.4% | $2,596-17.8% |
| Participant deferral / active EE | $2,715 | $5,901-54.0% | $6,952-60.9% | $4,027-32.6% |
| Admin fee / account holder | $1,760 | $5,637-68.8% | $6,731-73.9% | $5,403-67.4% |