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 6-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 | $13,670 | $81,900-83.3% | $119,609-88.6% | $68,494-80.0% |
| Participation rate | 80.9% | 71.9%+9.0pp | 79.3%+1.6pp | 67.9%+13.0pp |
| Annual return | 22.18% | -23.82%+46.0pp | -14.97%+37.1pp | -7.84%+30.0pp |
| Employer contribution / active EE | $1,991 | $2,693-26.1% | $4,232-52.9% | $2,596-23.3% |
| Participant deferral / active EE | $3,002 | $4,148-27.6% | $5,602-46.4% | $4,027-25.4% |
| Admin fee / account holder | $303 | $6,582-95.4% | $10,323-97.1% | $5,403-94.4% |