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 | $10,533 | $43,327-75.7% | $59,878-82.4% | $64,186-83.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.56% | -1.55%-1.0pp | 3.46%-6.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $731 | $2,028-63.9% | $2,722-73.1% | $2,381-69.3% |
| Participant deferral / active EE | $1,103 | $2,546-56.7% | $3,402-67.6% | $3,470-68.2% |
| Admin fee / account holder | $1,865 | $3,005-37.9% | $3,590-48.1% | $4,888-61.8% |