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 | $9,467 | $73,867-87.2% | $143,757-93.4% | $68,494-86.2% |
| Participation rate | 98.5% | 66.7%+31.9pp | 80.3%+18.2pp | 67.9%+30.6pp |
| Annual return | -14.81% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,200 | $3,184-62.3% | $4,951-75.8% | $2,596-53.8% |
| Participant deferral / active EE | $2,526 | $3,384-25.4% | $5,637-55.2% | $4,027-37.3% |
| Admin fee / account holder | $548 | $5,755-90.5% | $14,673-96.3% | $5,403-89.9% |