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 | $7,485 | $42,383-82.3% | $76,523-90.2% | $64,186-88.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -6.02% | -16.54%+10.5pp | -0.27%-5.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,551 | $1,563-0.8% | $2,647-41.4% | $2,381-34.9% |
| Participant deferral / active EE | $2,240 | $2,566-12.7% | $3,835-41.6% | $3,470-35.4% |
| Admin fee / account holder | $2,398 | $3,198-25.0% | $4,848-50.5% | $4,888-50.9% |