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 | $9,167 | $58,577-84.4% | $83,333-89.0% | $64,186-85.7% |
| Participation rate | 90.3% | 72.0%+18.3pp | 77.8%+12.6pp | 69.6%+20.8pp |
| Annual return | -4.47% | 9.65%-14.1pp | 10.63%-15.1pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,838 | $4,654-39.0% | $5,565-49.0% | $3,470-18.2% |
| Admin fee / account holder | $2,119 | $9,275-77.2% | $7,510-71.8% | $4,888-56.6% |