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 | $14,024 | $65,365-78.5% | $92,893-84.9% | $72,985-80.8% |
| Participation rate | 82.2% | 68.3%+13.9pp | 76.0%+6.2pp | 69.5%+12.7pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,475 | $2,594-43.1% | $3,653-59.6% | $2,440-39.5% |
| Participant deferral / active EE | $3,422 | $3,128+9.4% | $4,236-19.2% | $3,607-5.1% |
| Admin fee / account holder | $524 | $4,251-87.7% | $5,794-90.9% | $5,124-89.8% |