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 | $9,915 | $53,162-81.4% | $91,220-89.1% | $68,494-85.5% |
| Participation rate | 96.2% | 63.2%+33.0pp | 73.2%+23.0pp | 67.9%+28.3pp |
| Annual return | -15.79% | -3.14%-12.7pp | 114.01%-129.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,250 | $1,709+31.6% | $2,850-21.0% | $2,596-13.3% |
| Participant deferral / active EE | $3,563 | $2,974+19.8% | $4,234-15.8% | $4,027-11.5% |
| Admin fee / account holder | $1,221 | $4,493-72.8% | $5,420-77.5% | $5,403-77.4% |