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 | $18,033 | $72,404-75.1% | $110,238-83.6% | $64,186-71.9% |
| Participation rate | 72.1% | 73.3%-1.2pp | 79.8%-7.7pp | 69.6%+2.5pp |
| Annual return | -4.14% | -6.29%+2.1pp | 314.74%-318.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,640 | $2,282-28.1% | $3,826-57.1% | $2,381-31.1% |
| Participant deferral / active EE | $4,474 | $3,469+29.0% | $4,672-4.2% | $3,470+29.0% |
| Admin fee / account holder | $342 | $5,664-94.0% | $8,547-96.0% | $4,888-93.0% |