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 | $24,055 | $110,094-78.2% | $151,611-84.1% | $68,494-64.9% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -10.70% | -10.12%-0.6pp | 3.33%-14.0pp | -7.84%-2.9pp |
| Employer contribution / active EE | $1,960 | $4,471-56.2% | $6,166-68.2% | $2,596-24.5% |
| Participant deferral / active EE | $6,282 | $6,527-3.8% | $8,363-24.9% | $4,027+56.0% |
| Admin fee / account holder | $1,777 | $7,719-77.0% | $11,616-84.7% | $5,403-67.1% |