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 | $11,633 | $49,177-76.3% | $79,464-85.4% | $64,186-81.9% |
| Participation rate | 97.9% | 65.0%+32.8pp | 73.3%+24.5pp | 69.6%+28.3pp |
| Annual return | -3.24% | -1.16%-2.1pp | 718.14%-721.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,017 | $2,076-51.0% | $2,800-63.7% | $2,381-57.3% |
| Participant deferral / active EE | $1,850 | $2,821-34.4% | $3,704-50.1% | $3,470-46.7% |
| Admin fee / account holder | $4,221 | $3,839+10.0% | $5,113-17.4% | $4,888-13.6% |