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 | $11,707 | $167,484-93.0% | $151,611-92.3% | $134,475-91.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.94% | 7.80%-16.7pp | 3.33%-12.3pp | 417.96%-426.9pp |
| Employer contribution / active EE | $2,600 | $6,829-61.9% | $6,166-57.8% | $4,740-45.1% |
| Participant deferral / active EE | $5,887 | $8,986-34.5% | $8,363-29.6% | $6,400-8.0% |
| Admin fee / account holder | $1,023 | $13,783-92.6% | $11,616-91.2% | $11,426-91.0% |