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 | $11,567 | $43,723-73.5% | $121,196-90.5% | $64,186-82.0% |
| Participation rate | 73.7% | 58.3%+15.4pp | 71.7%+1.9pp | 69.6%+4.1pp |
| Annual return | -6.03% | 68.91%-74.9pp | 16.93%-23.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,964 | $2,280+30.0% | $3,344-11.4% | $3,470-14.6% |
| Admin fee / account holder | $5,641 | $3,501+61.1% | $5,019+12.4% | $4,888+15.4% |