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 7-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 | $5,599 | $76,367-92.7% | $93,606-94.0% | $72,985-92.3% |
| Participation rate | 88.5% | 71.7%+16.7pp | 75.8%+12.6pp | 69.5%+19.0pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,526 | $2,275-32.9% | $2,718-43.9% | $2,440-37.5% |
| Participant deferral / active EE | $3,265 | $3,538-7.7% | $4,069-19.8% | $3,607-9.5% |
| Admin fee / account holder | $372 | $6,838-94.6% | $7,888-95.3% | $5,124-92.7% |