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 8-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 | $12,940 | $67,411-80.8% | $91,001-85.8% | $70,131-81.5% |
| Participation rate | 76.5% | 71.4%+5.1pp | 75.6%+0.9pp | 69.5%+6.9pp |
| Annual return | 12.52% | -40.16%+52.7pp | 4.60%+7.9pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,185 | $1,786-33.6% | $2,456-51.7% | $2,342-49.4% |
| Participant deferral / active EE | $1,856 | $2,823-34.3% | $3,547-47.7% | $3,332-44.3% |
| Admin fee / account holder | $450 | $4,236-89.4% | $5,417-91.7% | $4,645-90.3% |