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 | $4,098 | $67,331-93.9% | $60,874-93.3% | $134,475-97.0% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -10.70% | 49.93%-60.6pp | 16.90%-27.6pp | 417.96%-428.7pp |
| Employer contribution / active EE | $542 | $3,096-82.5% | $2,701-79.9% | $4,740-88.6% |
| Participant deferral / active EE | $1,973 | $4,538-56.5% | $3,817-48.3% | $6,400-69.2% |
| Admin fee / account holder | $1,432 | $4,582-68.7% | $3,224-55.6% | $11,426-87.5% |