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 | $23,838 | $131,829-81.9% | $108,579-78.0% | $273,961-91.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.93% | -91.57%+94.5pp | -51.70%+54.6pp | 41.45%-38.5pp |
| Employer contribution / active EE | $1,656 | $4,912-66.3% | $3,758-55.9% | $4,869-66.0% |
| Participant deferral / active EE | $2,377 | $5,127-53.6% | $4,311-44.9% | $5,287-55.0% |
| Admin fee / account holder | $10,560 | $10,252+3.0% | $7,645+38.1% | $10,132+4.2% |