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 | $24,488 | $72,404-66.2% | $110,238-77.8% | $64,186-61.8% |
| Participation rate | 78.7% | 73.3%+5.4pp | 79.8%-1.1pp | 69.6%+9.2pp |
| Annual return | -5.44% | -6.29%+0.8pp | 314.74%-320.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $740 | $2,282-67.5% | $3,826-80.6% | $2,381-68.9% |
| Participant deferral / active EE | $1,939 | $3,469-44.1% | $4,672-58.5% | $3,470-44.1% |
| Admin fee / account holder | $618 | $5,664-89.1% | $8,547-92.8% | $4,888-87.4% |