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 5-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 | $4,503 | $46,674-90.4% | $117,472-96.2% | $68,494-93.4% |
| Participation rate | 97.6% | 56.8%+40.8pp | 70.6%+27.0pp | 67.9%+29.7pp |
| Annual return | -15.88% | -14.52%-1.4pp | 29.74%-45.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $539 | $1,505-64.2% | $4,176-87.1% | $2,596-79.2% |
| Participant deferral / active EE | $2,565 | $2,636-2.7% | $4,070-37.0% | $4,027-36.3% |
| Admin fee / account holder | $547 | $4,020-86.4% | $5,645-90.3% | $5,403-89.9% |