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 4-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 | $9,764 | $90,519-89.2% | $93,789-89.6% | $134,475-92.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -13.66% | -15.72%+2.1pp | -11.33%-2.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,501 | $4,343-65.4% | $4,323-65.3% | $4,740-68.3% |
| Participant deferral / active EE | $6,459 | $5,978+8.0% | $6,094+6.0% | $6,400+0.9% |
| Admin fee / account holder | $661 | $9,252-92.9% | $7,195-90.8% | $11,426-94.2% |