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 6-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 | $7,253 | $59,805-87.9% | $79,550-90.9% | $68,494-89.4% |
| Participation rate | 85.3% | 61.1%+24.2pp | 69.5%+15.8pp | 67.9%+17.4pp |
| Annual return | -6.05% | -12.30%+6.3pp | 0.16%-6.2pp | -7.84%+1.8pp |
| Employer contribution / active EE | $1,475 | $1,505-2.0% | $2,413-38.9% | $2,596-43.2% |
| Participant deferral / active EE | $3,903 | $3,024+29.1% | $3,985-2.1% | $4,027-3.1% |
| Admin fee / account holder | $396 | $4,835-91.8% | $6,832-94.2% | $5,403-92.7% |