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 | $13,399 | $167,307-92.0% | $143,757-90.7% | $134,475-90.0% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -10.69% | 0.46%-11.2pp | -0.04%-10.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,616 | $5,619-71.2% | $4,951-67.4% | $4,740-65.9% |
| Participant deferral / active EE | $4,080 | $6,446-36.7% | $5,637-27.6% | $6,400-36.3% |
| Admin fee / account holder | $473 | $18,088-97.4% | $14,673-96.8% | $11,426-95.9% |