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 9-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 | $15,939 | $50,199-68.2% | $70,092-77.3% | $66,914-76.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -16.59% | -13.85%-2.7pp | 190.73%-207.3pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,531 | $1,864+35.8% | $2,559-1.1% | $2,544-0.5% |
| Participant deferral / active EE | $4,153 | $3,112+33.4% | $3,849+7.9% | $4,237-2.0% |
| Admin fee / account holder | $666 | $600+11.0% | $6,267-89.4% | $593+12.2% |