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 10-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 | $12,398 | $71,883-82.8% | $86,677-85.7% | $68,494-81.9% |
| Participation rate | 98.3% | 72.2%+26.0pp | 76.6%+21.7pp | 67.9%+30.4pp |
| Annual return | -13.66% | 3.52%-17.2pp | 35.91%-49.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $862 | $2,173-60.3% | $2,836-69.6% | $2,596-66.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,045 | $6,112-66.5% | $7,493-72.7% | $5,403-62.1% |