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 | $8,589 | $142,344-94.0% | $119,609-92.8% | $134,475-93.6% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -9.04% | -12.44%+3.4pp | -14.97%+5.9pp | 417.96%-427.0pp |
| Employer contribution / active EE | $1,180 | $5,222-77.4% | $4,232-72.1% | $4,740-75.1% |
| Participant deferral / active EE | $2,244 | $6,469-65.3% | $5,602-59.9% | $6,400-64.9% |
| Admin fee / account holder | $1,663 | $13,584-87.8% | $10,323-83.9% | $11,426-85.4% |