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 5-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 | $8,478 | $64,707-86.9% | $112,228-92.4% | $68,494-87.6% |
| Participation rate | 72.4% | 67.2%+5.3pp | 75.1%-2.6pp | 67.9%+4.5pp |
| Annual return | -14.58% | -11.40%-3.2pp | 27.45%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,439 | $2,746-47.6% | $3,635-60.4% | $2,596-44.6% |
| Participant deferral / active EE | $2,766 | $3,565-22.4% | $4,728-41.5% | $4,027-31.3% |
| Admin fee / account holder | $4,044 | $5,232-22.7% | $6,410-36.9% | $5,403-25.1% |