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 | $11,183 | $46,674-76.0% | $117,472-90.5% | $68,494-83.7% |
| Participation rate | 97.7% | 56.8%+40.9pp | 70.6%+27.1pp | 67.9%+29.8pp |
| Annual return | -15.83% | -14.52%-1.3pp | 29.74%-45.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,986 | $1,505+32.0% | $4,176-52.4% | $2,596-23.5% |
| Participant deferral / active EE | $3,111 | $2,636+18.0% | $4,070-23.6% | $4,027-22.8% |
| Admin fee / account holder | $1,327 | $4,020-67.0% | $5,645-76.5% | $5,403-75.4% |