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 10-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 | $8,697 | $42,383-79.5% | $76,523-88.6% | $64,186-86.4% |
| Participation rate | 87.8% | 58.1%+29.7pp | 68.0%+19.8pp | 69.6%+18.2pp |
| Annual return | 4.63% | -16.54%+21.2pp | -0.27%+4.9pp | 7.63%-3.0pp |
| Employer contribution / active EE | $3,738 | $1,563+139.1% | $2,647+41.2% | $2,381+57.0% |
| Participant deferral / active EE | $2,163 | $2,566-15.7% | $3,835-43.6% | $3,470-37.7% |
| Admin fee / account holder | $7,539 | $3,198+135.7% | $4,848+55.5% | $4,888+54.2% |