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 4-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 | $4,488 | $90,519-95.0% | $93,789-95.2% | $134,475-96.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -12.71% | -15.72%+3.0pp | -11.33%-1.4pp | 417.96%-430.7pp |
| Employer contribution / active EE | $3,498 | $4,343-19.5% | $4,323-19.1% | $4,740-26.2% |
| Participant deferral / active EE | $4,978 | $5,978-16.7% | $6,094-18.3% | $6,400-22.2% |
| Admin fee / account holder | $7,424 | $9,252-19.8% | $7,195+3.2% | $11,426-35.0% |