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 4-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 | $5,380 | $73,867-92.7% | $143,757-96.3% | $68,494-92.1% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -8.76% | 1.01%-9.8pp | -0.04%-8.7pp | -7.84%-0.9pp |
| Employer contribution / active EE | $1,865 | $3,184-41.4% | $4,951-62.3% | $2,596-28.2% |
| Participant deferral / active EE | $3,275 | $3,384-3.2% | $5,637-41.9% | $4,027-18.7% |
| Admin fee / account holder | $824 | $5,755-85.7% | $14,673-94.4% | $5,403-84.7% |