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 | $17,734 | $147,167-87.9% | $111,392-84.1% | $135,375-86.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 78.9%+10.0pp | 82.6%+6.2pp |
| Annual return | -3.07% | -4.44%+1.4pp | -2.06%-1.0pp | 519.73%-522.8pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,313 | $6,565-64.8% | $5,567-58.5% | $5,609-58.8% |
| Admin fee / account holder | $904 | $20,270-95.5% | $12,266-92.6% | $10,827-91.7% |