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 5-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 | $2,570 | $92,703-97.2% | $82,719-96.9% | $134,475-98.1% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -18.37% | 944.92%-963.3pp | 701.18%-719.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $541 | $3,274-83.5% | $3,009-82.0% | $4,740-88.6% |
| Participant deferral / active EE | $1,166 | $4,802-75.7% | $4,395-73.5% | $6,400-81.8% |
| Admin fee / account holder | $422 | $5,983-93.0% | $5,329-92.1% | $11,426-96.3% |