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 | $22,708 | $73,004-68.9% | $90,749-75.0% | $68,494-66.8% |
| Participation rate | 87.5% | 70.8%+16.7pp | 75.7%+11.8pp | 67.9%+19.6pp |
| Annual return | -16.92% | -13.81%-3.1pp | -12.16%-4.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $939 | $2,193-57.2% | $2,921-67.9% | $2,596-63.9% |
| Participant deferral / active EE | $2,979 | $3,627-17.8% | $4,564-34.7% | $4,027-26.0% |
| Admin fee / account holder | $1,666 | $5,896-71.7% | $8,445-80.3% | $5,403-69.2% |