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 | $15,556 | $92,222-83.1% | $76,768-79.7% | $135,375-88.5% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,705 | $3,216-15.9% | $2,485+8.8% | $4,779-43.4% |
| Participant deferral / active EE | $7,696 | $4,509+70.7% | $3,852+99.8% | $5,609+37.2% |
| Admin fee / account holder | $421 | $10,748-96.1% | $6,675-93.7% | $10,827-96.1% |