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 | $20,165 | $81,900-75.4% | $119,609-83.1% | $68,494-70.6% |
| Participation rate | 90.0% | 71.9%+18.1pp | 79.3%+10.7pp | 67.9%+22.1pp |
| Annual return | -10.10% | -23.82%+13.7pp | -14.97%+4.9pp | -7.84%-2.3pp |
| Employer contribution / active EE | $1,422 | $2,693-47.2% | $4,232-66.4% | $2,596-45.2% |
| Participant deferral / active EE | $3,677 | $4,148-11.3% | $5,602-34.4% | $4,027-8.7% |
| Admin fee / account holder | $963 | $6,582-85.4% | $10,323-90.7% | $5,403-82.2% |