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 | $20,984 | $91,538-77.1% | $129,995-83.9% | $75,163-72.1% |
| Participation rate | 71.4% | 71.4%0pp | 78.5%-7.1pp | 67.2%+4.2pp |
| Annual return | 20.20% | -631.11%+651.3pp | -137.18%+157.4pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,575 | $2,845-44.7% | $4,320-63.5% | $2,670-41.0% |
| Participant deferral / active EE | $2,943 | $4,341-32.2% | $5,820-49.4% | $4,125-28.7% |
| Admin fee / account holder | $1,084 | $6,790-84.0% | $10,614-89.8% | $5,651-80.8% |