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 | $11,950 | $59,805-80.0% | $79,550-85.0% | $68,494-82.6% |
| Participation rate | 76.7% | 61.1%+15.7pp | 69.5%+7.3pp | 67.9%+8.9pp |
| Annual return | -15.22% | -12.30%-2.9pp | 0.16%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,102 | $1,505-26.8% | $2,413-54.3% | $2,596-57.6% |
| Participant deferral / active EE | $2,874 | $3,024-5.0% | $3,985-27.9% | $4,027-28.6% |
| Admin fee / account holder | $2,200 | $4,835-54.5% | $6,832-67.8% | $5,403-59.3% |