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 | $11,905 | $59,805-80.1% | $79,550-85.0% | $68,494-82.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -19.16% | -12.30%-6.9pp | 0.16%-19.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,500 | $1,505+66.1% | $2,413+3.6% | $2,596-3.7% |
| Participant deferral / active EE | $1,912 | $3,024-36.8% | $3,985-52.0% | $4,027-52.5% |
| Admin fee / account holder | $941 | $4,835-80.5% | $6,832-86.2% | $5,403-82.6% |