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 | $10,730 | $142,344-92.5% | $119,609-91.0% | $134,475-92.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.97% | -12.44%+4.5pp | -14.97%+7.0pp | 417.96%-425.9pp |
| Employer contribution / active EE | $3,780 | $5,222-27.6% | $4,232-10.7% | $4,740-20.2% |
| Participant deferral / active EE | $3,780 | $6,469-41.6% | $5,602-32.5% | $6,400-40.9% |
| Admin fee / account holder | $19,114 | $13,584+40.7% | $10,323+85.2% | $11,426+67.3% |