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 10-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 | $9,429 | $63,138-85.1% | $96,562-90.2% | - |
| Participation rate | 0.0% | 51.5%-51.5pp | 69.8%-69.8pp | - |
| Annual return | 8.81% | 9.15%-0.3pp | 37.78%-29.0pp | - |
| Employer contribution / active EE | $0 | $927-100.0% | $2,356-100.0% | - |
| Participant deferral / active EE | $0 | $2,358-100.0% | $3,849-100.0% | - |
| Admin fee / account holder | $1,076 | $3,542-69.6% | $6,181-82.6% | - |