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 | $23,285 | $175,600-86.7% | $129,110-82.0% | $134,475-82.7% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.3%+13.7pp | 81.2%+9.7pp |
| Annual return | -14.76% | -11.39%-3.4pp | -10.94%-3.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,138 | $6,355-66.4% | $5,052-57.7% | $4,740-54.9% |
| Participant deferral / active EE | $3,839 | $7,975-51.9% | $6,542-41.3% | $6,400-40.0% |
| Admin fee / account holder | $1,175 | $23,567-95.0% | $14,302-91.8% | $11,426-89.7% |