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 | $13,623 | $77,813-82.5% | $123,544-89.0% | $64,186-78.8% |
| Participation rate | 82.1% | 74.7%+7.4pp | 82.3%-0.2pp | 69.6%+12.6pp |
| Annual return | -8.05% | 12.48%-20.5pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,582 | $3,014-14.3% | $4,628-44.2% | $2,381+8.5% |
| Participant deferral / active EE | $3,624 | $5,240-30.8% | $6,426-43.6% | $3,470+4.4% |
| Admin fee / account holder | $1,673 | $5,519-69.7% | $9,284-82.0% | $4,888-65.8% |