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 | $9,236 | $100,754-90.8% | $86,677-89.3% | $134,475-93.1% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -4.69% | 29.04%-33.7pp | 35.91%-40.6pp | 417.96%-422.7pp |
| Employer contribution / active EE | $2,609 | $3,489-25.2% | $2,836-8.0% | $4,740-45.0% |
| Participant deferral / active EE | $5,643 | $5,338+5.7% | $4,656+21.2% | $6,400-11.8% |
| Admin fee / account holder | $403 | $10,926-96.3% | $7,493-94.6% | $11,426-96.5% |