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 | $14,700 | $59,805-75.4% | $79,550-81.5% | $68,494-78.5% |
| Participation rate | 96.9% | 61.1%+35.8pp | 69.5%+27.4pp | 67.9%+29.0pp |
| Annual return | -6.01% | -12.30%+6.3pp | 0.16%-6.2pp | -7.84%+1.8pp |
| Employer contribution / active EE | $2,538 | $1,505+68.7% | $2,413+5.2% | $2,596-2.2% |
| Participant deferral / active EE | $2,241 | $3,024-25.9% | $3,985-43.8% | $4,027-44.4% |
| Admin fee / account holder | $2,156 | $4,835-55.4% | $6,832-68.4% | $5,403-60.1% |