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 | $15,847 | $59,805-73.5% | $79,550-80.1% | $68,494-76.9% |
| Participation rate | 92.7% | 61.1%+31.7pp | 69.5%+23.2pp | 67.9%+24.8pp |
| Annual return | 89.95% | -12.30%+102.3pp | 0.16%+89.8pp | -7.84%+97.8pp |
| Employer contribution / active EE | $2,014 | $1,505+33.9% | $2,413-16.5% | $2,596-22.4% |
| Participant deferral / active EE | $3,873 | $3,024+28.0% | $3,985-2.8% | $4,027-3.8% |
| Admin fee / account holder | $707 | $4,835-85.4% | $6,832-89.7% | $5,403-86.9% |