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 9-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 | $15,294 | $82,664-81.5% | $125,339-87.8% | $68,494-77.7% |
| Participation rate | 91.5% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.6pp |
| Annual return | -18.98% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,893 | $3,381-44.0% | $4,814-60.7% | $2,596-27.1% |
| Participant deferral / active EE | $6,271 | $6,110+2.6% | $7,446-15.8% | $4,027+55.7% |
| Admin fee / account holder | $3,108 | $6,275-50.5% | $10,010-68.9% | $5,403-42.5% |