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 | $19,593 | $81,900-76.1% | $119,609-83.6% | $68,494-71.4% |
| Participation rate | 84.8% | 71.9%+12.9pp | 79.3%+5.5pp | 67.9%+16.9pp |
| Annual return | -16.83% | -23.82%+7.0pp | -14.97%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,740 | $2,693-35.4% | $4,232-58.9% | $2,596-33.0% |
| Participant deferral / active EE | $2,515 | $4,148-39.4% | $5,602-55.1% | $4,027-37.5% |
| Admin fee / account holder | $1,631 | $6,582-75.2% | $10,323-84.2% | $5,403-69.8% |