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 | $6,698 | $129,942-94.8% | $104,294-93.6% | $134,475-95.0% |
| Participation rate | 85.0% | 79.5%+5.5pp | 73.3%+11.7pp | 81.2%+3.8pp |
| Annual return | -15.17% | 42.03%-57.2pp | 24.61%-39.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,177 | $4,184-71.9% | $3,372-65.1% | $4,740-75.2% |
| Participant deferral / active EE | $1,927 | $5,588-65.5% | $4,625-58.3% | $6,400-69.9% |
| Admin fee / account holder | $674 | $9,323-92.8% | $7,339-90.8% | $11,426-94.1% |