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 | $17,240 | $82,664-79.1% | $125,339-86.2% | $68,494-74.8% |
| Participation rate | 98.7% | 75.0%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | 11.95% | -5.97%+17.9pp | 572.05%-560.1pp | -7.84%+19.8pp |
| Employer contribution / active EE | $2,954 | $3,381-12.6% | $4,814-38.6% | $2,596+13.8% |
| Participant deferral / active EE | $6,129 | $6,110+0.3% | $7,446-17.7% | $4,027+52.2% |
| Admin fee / account holder | $853 | $6,275-86.4% | $10,010-91.5% | $5,403-84.2% |