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 | $13,906 | $72,404-80.8% | $110,238-87.4% | $64,186-78.3% |
| Participation rate | 91.4% | 73.3%+18.1pp | 79.8%+11.6pp | 69.6%+21.9pp |
| Annual return | -7.28% | -6.29%-1.0pp | 314.74%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,167 | $2,282-5.0% | $3,826-43.4% | $2,381-9.0% |
| Participant deferral / active EE | $2,725 | $3,469-21.4% | $4,672-41.7% | $3,470-21.5% |
| Admin fee / account holder | $914 | $5,664-83.9% | $8,547-89.3% | $4,888-81.3% |