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 | $8,387 | $73,004-88.5% | $90,749-90.8% | $68,494-87.8% |
| Participation rate | 97.4% | 70.8%+26.5pp | 75.7%+21.7pp | 67.9%+29.5pp |
| Annual return | 8.27% | -13.81%+22.1pp | -12.16%+20.4pp | -7.84%+16.1pp |
| Employer contribution / active EE | $536 | $2,193-75.6% | $2,921-81.7% | $2,596-79.4% |
| Participant deferral / active EE | $3,591 | $3,627-1.0% | $4,564-21.3% | $4,027-10.8% |
| Admin fee / account holder | $921 | $5,896-84.4% | $8,445-89.1% | $5,403-83.0% |