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 | $16,038 | $73,004-78.0% | $90,749-82.3% | $68,494-76.6% |
| Participation rate | 73.9% | 70.8%+3.1pp | 75.7%-1.8pp | 67.9%+6.0pp |
| Annual return | -16.66% | -13.81%-2.9pp | -12.16%-4.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,018 | $2,193-53.6% | $2,921-65.2% | $2,596-60.8% |
| Participant deferral / active EE | $3,057 | $3,627-15.7% | $4,564-33.0% | $4,027-24.1% |
| Admin fee / account holder | $615 | $5,896-89.6% | $8,445-92.7% | $5,403-88.6% |