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 | $17,628 | $61,660-71.4% | $80,019-78.0% | $64,186-72.5% |
| Participation rate | 80.6% | 71.7%+9.0pp | 75.8%+4.8pp | 69.6%+11.1pp |
| Annual return | -1.14% | -0.33%-0.8pp | 11.22%-12.4pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,405 | $1,810-22.4% | $2,468-43.1% | $2,381-41.0% |
| Participant deferral / active EE | $1,751 | $2,968-41.0% | $3,686-52.5% | $3,470-49.5% |
| Admin fee / account holder | $885 | $5,417-83.7% | $6,521-86.4% | $4,888-81.9% |