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 | $19,461 | $109,359-82.2% | $162,163-88.0% | $72,985-73.3% |
| Participation rate | 86.2% | 84.3%+1.9pp | 87.6%-1.4pp | 69.5%+16.7pp |
| Annual return | 0.00% | 25.46%-25.5pp | 115.59%-115.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,622 | $3,907-32.9% | $5,614-53.3% | $2,440+7.5% |
| Participant deferral / active EE | $4,899 | $5,481-10.6% | $7,298-32.9% | $3,607+35.8% |
| Admin fee / account holder | $14,076 | $7,972+76.6% | $10,843+29.8% | $5,124+174.7% |