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 | $2,247 | $92,703-97.6% | $82,719-97.3% | $134,475-98.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.58% | 944.92%-954.5pp | 701.18%-710.8pp | 417.96%-427.5pp |
| Employer contribution / active EE | $2,409 | $3,274-26.4% | $3,009-19.9% | $4,740-49.2% |
| Participant deferral / active EE | $1,319 | $4,802-72.5% | $4,395-70.0% | $6,400-79.4% |
| Admin fee / account holder | $48,996 | $5,983+719.0% | $5,329+819.5% | $11,426+328.8% |