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 | $14,847 | $89,355-83.4% | $141,162-89.5% | $72,985-79.7% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,716 | $3,114-12.8% | $4,735-42.6% | $2,440+11.3% |
| Participant deferral / active EE | $5,497 | $5,418+1.5% | $6,709-18.1% | $3,607+52.4% |
| Admin fee / account holder | $356 | $5,958-94.0% | $10,261-96.5% | $5,124-93.0% |