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 | $11,119 | $56,484-80.3% | $169,463-93.4% | $64,186-82.7% |
| Participation rate | 85.7% | 64.5%+21.2pp | 77.8%+7.9pp | 69.6%+16.1pp |
| Annual return | -6.12% | -1.55%-4.6pp | 1.83%-7.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,292 | $1,832-29.5% | $4,159-68.9% | $2,381-45.7% |
| Participant deferral / active EE | $4,463 | $3,448+29.4% | $5,277-15.4% | $3,470+28.6% |
| Admin fee / account holder | $2,558 | $4,174-38.7% | $9,109-71.9% | $4,888-47.7% |