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 | $11,820 | $59,805-80.2% | $79,550-85.1% | $68,494-82.7% |
| Participation rate | 85.4% | 61.1%+24.4pp | 69.5%+15.9pp | 67.9%+17.5pp |
| Annual return | -15.87% | -12.30%-3.6pp | 0.16%-16.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,704 | $1,505+13.2% | $2,413-29.4% | $2,596-34.4% |
| Participant deferral / active EE | $2,548 | $3,024-15.8% | $3,985-36.1% | $4,027-36.7% |
| Admin fee / account holder | $1,982 | $4,835-59.0% | $6,832-71.0% | $5,403-63.3% |