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 | $7,682 | $76,000-89.9% | $154,107-95.0% | $64,186-88.0% |
| Participation rate | 70.8% | 70.4%+0.4pp | 83.0%-12.3pp | 69.6%+1.2pp |
| Annual return | -6.64% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,369 | $3,351-59.1% | $5,298-74.2% | $2,381-42.5% |
| Participant deferral / active EE | $2,202 | $3,175-30.6% | $5,081-56.7% | $3,470-36.5% |
| Admin fee / account holder | $580 | $5,596-89.6% | $13,411-95.7% | $4,888-88.1% |