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 | $13,431 | $59,805-77.5% | $79,550-83.1% | $68,494-80.4% |
| Participation rate | 97.9% | 61.1%+36.8pp | 69.5%+28.4pp | 67.9%+30.0pp |
| Annual return | -15.00% | -12.30%-2.7pp | 0.16%-15.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $6,119 | $1,505+306.6% | $2,413+153.6% | $2,596+135.7% |
| Participant deferral / active EE | $3,885 | $3,024+28.4% | $3,985-2.5% | $4,027-3.5% |
| Admin fee / account holder | $647 | $4,835-86.6% | $6,832-90.5% | $5,403-88.0% |