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 9-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 | $5,655 | $54,350-89.6% | $82,719-93.2% | $68,494-91.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.30% | -13.67%-1.6pp | 701.18%-716.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,975 | $2,218-11.0% | $3,009-34.4% | $2,596-23.9% |
| Participant deferral / active EE | $1,954 | $3,246-39.8% | $4,395-55.5% | $4,027-51.5% |
| Admin fee / account holder | $1,452 | $4,395-67.0% | $5,329-72.7% | $5,403-73.1% |