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 | $17,897 | $94,529-81.1% | $140,016-87.2% | $64,186-72.1% |
| Participation rate | 86.7% | 84.1%+2.6pp | 87.5%-0.8pp | 69.6%+17.1pp |
| Annual return | -7.24% | 7.77%-15.0pp | 651.12%-658.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,695 | $3,812-3.1% | $5,606-34.1% | $2,381+55.2% |
| Participant deferral / active EE | $7,109 | $5,250+35.4% | $6,927+2.6% | $3,470+104.9% |
| Admin fee / account holder | $3,630 | $6,741-46.1% | $10,705-66.1% | $4,888-25.7% |