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 9-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 | $16,368 | $82,664-80.2% | $125,339-86.9% | $68,494-76.1% |
| Participation rate | 89.7% | 75.0%+14.7pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | 2.49% | -5.97%+8.5pp | 572.05%-569.6pp | -7.84%+10.3pp |
| Employer contribution / active EE | $3,807 | $3,381+12.6% | $4,814-20.9% | $2,596+46.6% |
| Participant deferral / active EE | $8,383 | $6,110+37.2% | $7,446+12.6% | $4,027+108.2% |
| Admin fee / account holder | $1,487 | $6,275-76.3% | $10,010-85.1% | $5,403-72.5% |