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 7-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 | $6,514 | $73,867-91.2% | $143,757-95.5% | $68,494-90.5% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -1.33% | 1.01%-2.3pp | -0.04%-1.3pp | -7.84%+6.5pp |
| Employer contribution / active EE | $2,415 | $3,184-24.2% | $4,951-51.2% | $2,596-7.0% |
| Participant deferral / active EE | $2,983 | $3,384-11.9% | $5,637-47.1% | $4,027-25.9% |
| Admin fee / account holder | $2,129 | $5,755-63.0% | $14,673-85.5% | $5,403-60.6% |