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 | $22,545 | $113,935-80.2% | $94,224-76.1% | $125,391-82.0% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -0.99% | 5.29%-6.3pp | 10.68%-11.7pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,982 | $4,727-58.1% | $3,587-44.7% | $4,866-59.3% |
| Participant deferral / active EE | $2,715 | $5,179-47.6% | $4,320-37.2% | $5,352-49.3% |
| Admin fee / account holder | $76,473 | $8,391+811.4% | $6,269+1119.9% | $9,540+701.6% |