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 8-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 | $7,377 | $73,867-90.0% | $143,757-94.9% | $68,494-89.2% |
| Participation rate | 87.5% | 66.7%+20.8pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -17.91% | 1.01%-18.9pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $813 | $3,184-74.5% | $4,951-83.6% | $2,596-68.7% |
| Participant deferral / active EE | $1,858 | $3,384-45.1% | $5,637-67.0% | $4,027-53.9% |
| Admin fee / account holder | $740 | $5,755-87.1% | $14,673-95.0% | $5,403-86.3% |