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 10-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 | $14,703 | $52,836-72.2% | $105,738-86.1% | $64,186-77.1% |
| Participation rate | 70.3% | 66.5%+3.8pp | 76.3%-6.0pp | 69.6%+0.7pp |
| Annual return | -5.17% | 14.30%-19.5pp | 6.27%-11.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $655 | $1,827-64.1% | $3,268-80.0% | $2,381-72.5% |
| Participant deferral / active EE | $1,725 | $2,545-32.2% | $4,080-57.7% | $3,470-50.3% |
| Admin fee / account holder | $2,670 | $3,959-32.5% | $6,913-61.4% | $4,888-45.4% |