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 | $11,086 | $211,958-94.8% | $169,463-93.5% | $135,375-91.8% |
| Participation rate | 95.2% | 82.6%+12.6pp | 77.8%+17.5pp | 82.6%+12.6pp |
| Annual return | -8.97% | 3.26%-12.2pp | 1.83%-10.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,049 | $5,120-60.0% | $4,159-50.7% | $4,779-57.1% |
| Participant deferral / active EE | $2,813 | $6,075-53.7% | $5,277-46.7% | $5,609-49.9% |
| Admin fee / account holder | $1,077 | $11,471-90.6% | $9,109-88.2% | $10,827-90.1% |