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 | $8,610 | $42,383-79.7% | $76,523-88.7% | $64,186-86.6% |
| Participation rate | 93.8% | 58.1%+35.6pp | 68.0%+25.8pp | 69.6%+24.2pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $907 | $1,563-42.0% | $2,647-65.7% | $2,381-61.9% |
| Participant deferral / active EE | $1,632 | $2,566-36.4% | $3,835-57.4% | $3,470-53.0% |
| Admin fee / account holder | $1,031 | $3,198-67.8% | $4,848-78.7% | $4,888-78.9% |