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 | $20,589 | $61,660-66.6% | $80,019-74.3% | $64,186-67.9% |
| Participation rate | 98.3% | 71.7%+26.6pp | 75.8%+22.5pp | 69.6%+28.7pp |
| Annual return | -4.04% | -0.33%-3.7pp | 11.22%-15.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,183 | $1,810-34.7% | $2,468-52.1% | $2,381-50.3% |
| Participant deferral / active EE | $2,114 | $2,968-28.8% | $3,686-42.6% | $3,470-39.1% |
| Admin fee / account holder | $3,581 | $5,417-33.9% | $6,521-45.1% | $4,888-26.7% |