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 7-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 | $16,416 | $71,883-77.2% | $86,677-81.1% | $68,494-76.0% |
| Participation rate | 71.2% | 72.2%-1.1pp | 76.6%-5.4pp | 67.9%+3.3pp |
| Annual return | -17.92% | 3.52%-21.4pp | 35.91%-53.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,766 | $2,173-18.7% | $2,836-37.7% | $2,596-32.0% |
| Participant deferral / active EE | $2,196 | $3,779-41.9% | $4,656-52.8% | $4,027-45.5% |
| Admin fee / account holder | $845 | $6,112-86.2% | $7,493-88.7% | $5,403-84.4% |