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 | $22,759 | $71,883-68.3% | $86,677-73.7% | $68,494-66.8% |
| Participation rate | 94.1% | 72.2%+21.9pp | 76.6%+17.5pp | 67.9%+26.2pp |
| Annual return | -9.33% | 3.52%-12.9pp | 35.91%-45.2pp | -7.84%-1.5pp |
| Employer contribution / active EE | $622 | $2,173-71.4% | $2,836-78.1% | $2,596-76.1% |
| Participant deferral / active EE | $2,546 | $3,779-32.6% | $4,656-45.3% | $4,027-36.8% |
| Admin fee / account holder | $3,887 | $6,112-36.4% | $7,493-48.1% | $5,403-28.1% |