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 | $28,517 | $110,094-74.1% | $151,611-81.2% | $68,494-58.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -15.26% | -10.12%-5.1pp | 3.33%-18.6pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,259 | $4,471-49.5% | $6,166-63.4% | $2,596-13.0% |
| Participant deferral / active EE | $3,089 | $6,527-52.7% | $8,363-63.1% | $4,027-23.3% |
| Admin fee / account holder | $5,177 | $7,719-32.9% | $11,616-55.4% | $5,403-4.2% |