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 | $19,785 | $73,004-72.9% | $90,749-78.2% | $68,494-71.1% |
| Participation rate | 71.4% | 70.8%+0.6pp | 75.7%-4.3pp | 67.9%+3.5pp |
| Annual return | -14.00% | -13.81%-0.2pp | -12.16%-1.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,361 | $2,193-38.0% | $2,921-53.4% | $2,596-47.6% |
| Participant deferral / active EE | $2,053 | $3,627-43.4% | $4,564-55.0% | $4,027-49.0% |
| Admin fee / account holder | $14,275 | $5,896+142.1% | $8,445+69.0% | $5,403+164.2% |