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 8-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 | $9,615 | $46,674-79.4% | $117,472-91.8% | $68,494-86.0% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.22% | -14.52%-2.7pp | 29.74%-47.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,499 | $1,505-0.4% | $4,176-64.1% | $2,596-42.3% |
| Participant deferral / active EE | $1,375 | $2,636-47.8% | $4,070-66.2% | $4,027-65.9% |
| Admin fee / account holder | $420 | $4,020-89.5% | $5,645-92.6% | $5,403-92.2% |