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 | $18,679 | $142,344-86.9% | $119,609-84.4% | $134,475-86.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.17% | -12.44%-0.7pp | -14.97%+1.8pp | 417.96%-431.1pp |
| Employer contribution / active EE | $6,407 | $5,222+22.7% | $4,232+51.4% | $4,740+35.2% |
| Participant deferral / active EE | $8,596 | $6,469+32.9% | $5,602+53.4% | $6,400+34.3% |
| Admin fee / account holder | $1,844 | $13,584-86.4% | $10,323-82.1% | $11,426-83.9% |