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 | $17,571 | $62,586-71.9% | $76,768-77.1% | $64,186-72.6% |
| Participation rate | 98.1% | 72.8%+25.3pp | 77.0%+21.2pp | 69.6%+28.6pp |
| Annual return | -5.35% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,048 | $1,832-42.8% | $2,485-57.8% | $2,381-56.0% |
| Participant deferral / active EE | $2,261 | $3,145-28.1% | $3,852-41.3% | $3,470-34.8% |
| Admin fee / account holder | $331 | $4,667-92.9% | $6,675-95.0% | $4,888-93.2% |