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 9-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 | $16,544 | $100,754-83.6% | $86,677-80.9% | $134,475-87.7% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -16.17% | 29.04%-45.2pp | 35.91%-52.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,233 | $3,489-64.7% | $2,836-56.5% | $4,740-74.0% |
| Participant deferral / active EE | $2,287 | $5,338-57.2% | $4,656-50.9% | $6,400-64.3% |
| Admin fee / account holder | $375 | $10,926-96.6% | $7,493-95.0% | $11,426-96.7% |