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 8-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 | $23,138 | $71,883-67.8% | $86,677-73.3% | $68,494-66.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.86% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,029 | $2,173+85.4% | $2,836+42.0% | $2,596+55.2% |
| Participant deferral / active EE | $2,648 | $3,779-29.9% | $4,656-43.1% | $4,027-34.3% |
| Admin fee / account holder | $1,858 | $6,112-69.6% | $7,493-75.2% | $5,403-65.6% |