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 5-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 | $11,586 | $167,484-93.1% | $151,611-92.4% | $134,475-91.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.74% | 7.80%-10.5pp | 3.33%-6.1pp | 417.96%-420.7pp |
| Employer contribution / active EE | $3,069 | $6,829-55.1% | $6,166-50.2% | $4,740-35.2% |
| Participant deferral / active EE | $5,328 | $8,986-40.7% | $8,363-36.3% | $6,400-16.8% |
| Admin fee / account holder | $22,670 | $13,783+64.5% | $11,616+95.2% | $11,426+98.4% |