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 | $15,891 | $71,883-77.9% | $86,677-81.7% | $68,494-76.8% |
| Participation rate | 71.7% | 72.2%-0.6pp | 76.6%-4.9pp | 67.9%+3.8pp |
| Annual return | -12.28% | 3.52%-15.8pp | 35.91%-48.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,924 | $2,173-11.5% | $2,836-32.2% | $2,596-25.9% |
| Participant deferral / active EE | $2,245 | $3,779-40.6% | $4,656-51.8% | $4,027-44.3% |
| Admin fee / account holder | $2,324 | $6,112-62.0% | $7,493-69.0% | $5,403-57.0% |