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 | $10,319 | $63,861-83.8% | $104,607-90.1% | $79,858-87.1% |
| Participation rate | 85.7% | 64.9%+20.8pp | 74.1%+11.6pp | 69.6%+16.1pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.46%-340.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,164 | $1,588-26.7% | $2,681-56.6% | $2,471-52.9% |
| Participant deferral / active EE | $2,323 | $2,693-13.7% | $3,740-37.9% | $3,740-37.9% |
| Admin fee / account holder | $642 | $4,185-84.7% | $6,473-90.1% | $5,306-87.9% |