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 | $9,047 | $59,805-84.9% | $79,550-88.6% | $68,494-86.8% |
| Participation rate | 71.3% | 61.1%+10.2pp | 69.5%+1.8pp | 67.9%+3.4pp |
| Annual return | -7.35% | -12.30%+5.0pp | 0.16%-7.5pp | -7.84%+0.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,591 | $3,024-14.3% | $3,985-35.0% | $4,027-35.7% |
| Admin fee / account holder | $526 | $4,835-89.1% | $6,832-92.3% | $5,403-90.3% |