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 3-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 | $9,309 | $77,899-88.1% | $149,673-93.8% | $75,163-87.6% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $679 | $3,137-78.4% | $4,818-85.9% | $2,670-74.6% |
| Participant deferral / active EE | $1,798 | $3,411-47.3% | $5,680-68.3% | $4,125-56.4% |
| Admin fee / account holder | $646 | $5,956-89.2% | $13,210-95.1% | $5,651-88.6% |