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 | $21,875 | $84,487-74.1% | $125,339-82.5% | $66,914-67.3% |
| Participation rate | 92.3% | 76.4%+15.9pp | 82.4%+9.9pp | 69.8%+22.5pp |
| Annual return | -10.57% | -8.39%-2.2pp | 572.05%-582.6pp | 1.58%-12.1pp |
| Employer contribution / active EE | $3,773 | $3,553+6.2% | $4,814-21.6% | $2,544+48.3% |
| Participant deferral / active EE | $7,832 | $6,781+15.5% | $7,446+5.2% | $4,237+84.8% |
| Admin fee / account holder | $2,410 | $685+251.9% | $10,010-75.9% | $593+306.3% |