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 9-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 | $22,623 | $71,883-68.5% | $86,677-73.9% | $68,494-67.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -3.38% | 3.52%-6.9pp | 35.91%-39.3pp | -7.84%+4.5pp |
| Employer contribution / active EE | $1,613 | $2,173-25.8% | $2,836-43.1% | $2,596-37.9% |
| Participant deferral / active EE | $2,025 | $3,779-46.4% | $4,656-56.5% | $4,027-49.7% |
| Admin fee / account holder | $25,623 | $6,112+319.2% | $7,493+241.9% | $5,403+374.3% |