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 | $14,278 | $76,912-81.4% | $129,110-88.9% | $68,494-79.2% |
| Participation rate | 73.5% | 69.1%+4.4pp | 77.3%-3.7pp | 67.9%+5.6pp |
| Annual return | -15.87% | -9.78%-6.1pp | -10.94%-4.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,358 | $3,243-27.3% | $5,052-53.3% | $2,596-9.2% |
| Participant deferral / active EE | $4,732 | $4,7320% | $6,542-27.7% | $4,027+17.5% |
| Admin fee / account holder | $756 | $6,638-88.6% | $14,302-94.7% | $5,403-86.0% |