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 | $5,818 | $67,331-91.4% | $60,874-90.4% | $134,475-95.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.19% | 49.93%-69.1pp | 16.90%-36.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,078 | $3,096-65.2% | $2,701-60.1% | $4,740-77.2% |
| Participant deferral / active EE | $1,337 | $4,538-70.5% | $3,817-65.0% | $6,400-79.1% |
| Admin fee / account holder | $302 | $4,582-93.4% | $3,224-90.6% | $11,426-97.4% |