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 | $16,426 | $82,664-80.1% | $125,339-86.9% | $68,494-76.0% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+12.9pp | 67.9%+27.4pp |
| Annual return | 3.80% | -5.97%+9.8pp | 572.05%-568.3pp | -7.84%+11.6pp |
| Employer contribution / active EE | $3,363 | $3,381-0.5% | $4,814-30.1% | $2,596+29.5% |
| Participant deferral / active EE | $6,795 | $6,110+11.2% | $7,446-8.7% | $4,027+68.7% |
| Admin fee / account holder | $673 | $6,275-89.3% | $10,010-93.3% | $5,403-87.5% |