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 10-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 | $8,835 | $107,791-91.8% | $90,645-90.3% | $135,375-93.5% |
| Participation rate | 91.7% | 78.0%+13.6pp | 74.0%+17.6pp | 82.6%+9.0pp |
| Annual return | -6.72% | -0.90%-5.8pp | 1.88%-8.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $874 | $3,018-71.0% | $2,532-65.5% | $4,779-81.7% |
| Participant deferral / active EE | $1,710 | $3,872-55.8% | $3,425-50.1% | $5,609-69.5% |
| Admin fee / account holder | $315 | $5,930-94.7% | $4,994-93.7% | $10,827-97.1% |