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 | $12,374 | $58,577-78.9% | $83,333-85.2% | $64,186-80.7% |
| Participation rate | 80.7% | 72.0%+8.7pp | 77.8%+2.9pp | 69.6%+11.1pp |
| Annual return | -0.33% | 9.65%-10.0pp | 10.63%-11.0pp | 7.63%-8.0pp |
| Employer contribution / active EE | $2,120 | $2,098+1.0% | $3,379-37.3% | $2,381-11.0% |
| Participant deferral / active EE | $5,392 | $4,654+15.9% | $5,565-3.1% | $3,470+55.4% |
| Admin fee / account holder | $1,070 | $9,275-88.5% | $7,510-85.8% | $4,888-78.1% |