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 7-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 | $20,979 | $71,883-70.8% | $86,677-75.8% | $68,494-69.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.42% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $5,419 | $2,173+149.4% | $2,836+91.1% | $2,596+108.7% |
| Participant deferral / active EE | $9,071 | $3,779+140.1% | $4,656+94.8% | $4,027+125.2% |
| Admin fee / account holder | $6,322 | $6,112+3.4% | $7,493-15.6% | $5,403+17.0% |