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 | $2,548 | $93,024-97.3% | $77,024-96.7% | $134,475-98.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -20.42% | 62.60%-83.0pp | 42.32%-62.7pp | 417.96%-438.4pp |
| Employer contribution / active EE | $962 | $3,418-71.8% | $2,812-65.8% | $4,740-79.7% |
| Participant deferral / active EE | $1,292 | $5,238-75.3% | $4,426-70.8% | $6,400-79.8% |
| Admin fee / account holder | $312 | $6,944-95.5% | $5,425-94.2% | $11,426-97.3% |