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 | $30,731 | $110,094-72.1% | $151,611-79.7% | $68,494-55.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -17.87% | -10.12%-7.8pp | 3.33%-21.2pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,505 | $4,471-66.3% | $6,166-75.6% | $2,596-42.1% |
| Participant deferral / active EE | $3,938 | $6,527-39.7% | $8,363-52.9% | $4,027-2.2% |
| Admin fee / account holder | $1,003 | $7,719-87.0% | $11,616-91.4% | $5,403-81.4% |