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 | $13,276 | $105,860-87.5% | $90,749-85.4% | $134,475-90.1% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -17.49% | -11.01%-6.5pp | -12.16%-5.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,487 | $3,462-57.1% | $2,921-49.1% | $4,740-68.6% |
| Participant deferral / active EE | $2,409 | $5,216-53.8% | $4,564-47.2% | $6,400-62.4% |
| Admin fee / account holder | $2,394 | $13,938-82.8% | $8,445-71.7% | $11,426-79.1% |