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 | $9,603 | $57,354-83.3% | $83,848-88.5% | $64,186-85.0% |
| Participation rate | 76.7% | 68.6%+8.1pp | 76.1%+0.6pp | 69.6%+7.2pp |
| Annual return | -7.01% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,477 | $2,993+16.2% | $4,082-14.8% | $3,470+0.2% |
| Admin fee / account holder | $1,032 | $4,046-74.5% | $5,478-81.2% | $4,888-78.9% |