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 | $9,564 | $133,958-92.9% | $112,228-91.5% | $134,475-92.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.18% | 47.11%-52.3pp | 27.45%-32.6pp | 417.96%-423.1pp |
| Employer contribution / active EE | $2,451 | $4,038-39.3% | $3,635-32.6% | $4,740-48.3% |
| Participant deferral / active EE | $4,039 | $5,291-23.7% | $4,728-14.6% | $6,400-36.9% |
| Admin fee / account holder | $392 | $7,489-94.8% | $6,410-93.9% | $11,426-96.6% |