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 | $28,594 | $110,094-74.0% | $151,611-81.1% | $68,494-58.3% |
| Participation rate | 93.8% | 84.0%+9.8pp | 87.5%+6.3pp | 67.9%+25.9pp |
| Annual return | -17.49% | -10.12%-7.4pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,914 | $4,471-57.2% | $6,166-69.0% | $2,596-26.3% |
| Participant deferral / active EE | $5,922 | $6,527-9.3% | $8,363-29.2% | $4,027+47.0% |
| Admin fee / account holder | $897 | $7,719-88.4% | $11,616-92.3% | $5,403-83.4% |