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 | $18,900 | $77,813-75.7% | $123,544-84.7% | $64,186-70.6% |
| Participation rate | 84.3% | 74.7%+9.6pp | 82.3%+2.0pp | 69.6%+14.8pp |
| Annual return | -8.02% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $970 | $3,014-67.8% | $4,628-79.0% | $2,381-59.3% |
| Participant deferral / active EE | $3,191 | $5,240-39.1% | $6,426-50.3% | $3,470-8.0% |
| Admin fee / account holder | $3,861 | $5,519-30.0% | $9,284-58.4% | $4,888-21.0% |