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 | $15,946 | $100,754-84.2% | $86,677-81.6% | $134,475-88.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.07% | 29.04%-49.1pp | 35.91%-56.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $823 | $3,489-76.4% | $2,836-71.0% | $4,740-82.6% |
| Participant deferral / active EE | $3,304 | $5,338-38.1% | $4,656-29.0% | $6,400-48.4% |
| Admin fee / account holder | $1,336 | $10,926-87.8% | $7,493-82.2% | $11,426-88.3% |