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 | $22,546 | $81,900-72.5% | $119,609-81.2% | $68,494-67.1% |
| Participation rate | 75.4% | 71.9%+3.5pp | 79.3%-3.8pp | 67.9%+7.6pp |
| Annual return | -16.78% | -23.82%+7.0pp | -14.97%-1.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,828 | $2,693-32.1% | $4,232-56.8% | $2,596-29.6% |
| Participant deferral / active EE | $2,696 | $4,148-35.0% | $5,602-51.9% | $4,027-33.1% |
| Admin fee / account holder | $2,844 | $6,582-56.8% | $10,323-72.4% | $5,403-47.4% |