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 | $4,951 | $167,307-97.0% | $143,757-96.6% | $134,475-96.3% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -16.29% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,347 | $5,619-76.0% | $4,951-72.8% | $4,740-71.6% |
| Participant deferral / active EE | $2,491 | $6,446-61.4% | $5,637-55.8% | $6,400-61.1% |
| Admin fee / account holder | $690 | $18,088-96.2% | $14,673-95.3% | $11,426-94.0% |