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 | $4,490 | $54,350-91.7% | $82,719-94.6% | $68,494-93.4% |
| Participation rate | 72.0% | 63.9%+8.1pp | 72.6%-0.6pp | 67.9%+4.1pp |
| Annual return | -17.46% | -13.67%-3.8pp | 701.18%-718.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,006 | $2,218-54.7% | $3,009-66.6% | $2,596-61.3% |
| Participant deferral / active EE | $1,861 | $3,246-42.7% | $4,395-57.7% | $4,027-53.8% |
| Admin fee / account holder | $594 | $4,395-86.5% | $5,329-88.8% | $5,403-89.0% |