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 | $8,934 | $71,883-87.6% | $86,677-89.7% | $68,494-87.0% |
| Participation rate | 94.1% | 72.2%+21.9pp | 76.6%+17.5pp | 67.9%+26.2pp |
| Annual return | -13.75% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,273 | $2,173-41.4% | $2,836-55.1% | $2,596-51.0% |
| Participant deferral / active EE | $3,134 | $3,779-17.1% | $4,656-32.7% | $4,027-22.2% |
| Admin fee / account holder | $4,466 | $6,112-26.9% | $7,493-40.4% | $5,403-17.3% |