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 | $11,641 | $46,674-75.1% | $117,472-90.1% | $68,494-83.0% |
| Participation rate | 89.7% | 56.8%+33.0pp | 70.6%+19.2pp | 67.9%+21.9pp |
| Annual return | -17.94% | -14.52%-3.4pp | 29.74%-47.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,364 | $1,505+57.1% | $4,176-43.4% | $2,596-9.0% |
| Participant deferral / active EE | $3,687 | $2,636+39.9% | $4,070-9.4% | $4,027-8.5% |
| Admin fee / account holder | $2,231 | $4,020-44.5% | $5,645-60.5% | $5,403-58.7% |