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 | $15,209 | $57,354-73.5% | $83,848-81.9% | $64,186-76.3% |
| Participation rate | 71.1% | 68.6%+2.5pp | 76.1%-5.0pp | 69.6%+1.6pp |
| Annual return | 1.14% | 11.38%-10.2pp | 850.88%-849.7pp | 7.63%-6.5pp |
| Employer contribution / active EE | $1,991 | $2,545-21.8% | $3,631-45.2% | $2,381-16.4% |
| Participant deferral / active EE | $2,999 | $2,993+0.2% | $4,082-26.5% | $3,470-13.6% |
| Admin fee / account holder | $525 | $4,046-87.0% | $5,478-90.4% | $4,888-89.3% |