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 | $27,215 | $110,094-75.3% | $151,611-82.0% | $68,494-60.3% |
| Participation rate | 80.8% | 84.0%-3.2pp | 87.5%-6.7pp | 67.9%+12.9pp |
| Annual return | -18.21% | -10.12%-8.1pp | 3.33%-21.5pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,112 | $4,471-52.8% | $6,166-65.7% | $2,596-18.7% |
| Participant deferral / active EE | $5,141 | $6,527-21.2% | $8,363-38.5% | $4,027+27.6% |
| Admin fee / account holder | $490 | $7,719-93.6% | $11,616-95.8% | $5,403-90.9% |