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 | $5,764 | $45,863-87.4% | $77,024-92.5% | $68,494-91.6% |
| Participation rate | 97.0% | 55.9%+41.1pp | 67.9%+29.1pp | 67.9%+29.1pp |
| Annual return | -15.96% | 1.72%-17.7pp | 42.32%-58.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,013 | $1,650-38.6% | $2,812-64.0% | $2,596-61.0% |
| Participant deferral / active EE | $2,065 | $2,962-30.3% | $4,426-53.3% | $4,027-48.7% |
| Admin fee / account holder | $1,374 | $3,041-54.8% | $5,425-74.7% | $5,403-74.6% |