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 | $6,635 | $85,790-92.3% | $67,313-90.1% | $135,375-95.1% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -7.76% | -0.54%-7.2pp | -4.08%-3.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,079 | $3,487-69.1% | $2,566-58.0% | $4,779-77.4% |
| Participant deferral / active EE | $3,309 | $4,651-28.8% | $3,568-7.3% | $5,609-41.0% |
| Admin fee / account holder | $2,268 | $6,392-64.5% | $4,507-49.7% | $10,827-79.1% |