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 | $26,633 | $110,094-75.8% | $151,611-82.4% | $68,494-61.1% |
| Participation rate | 97.3% | 84.0%+13.3pp | 87.5%+9.8pp | 67.9%+29.4pp |
| Annual return | -8.64% | -10.12%+1.5pp | 3.33%-12.0pp | -7.84%-0.8pp |
| Employer contribution / active EE | $1,898 | $4,471-57.6% | $6,166-69.2% | $2,596-26.9% |
| Participant deferral / active EE | $8,331 | $6,527+27.6% | $8,363-0.4% | $4,027+106.9% |
| Admin fee / account holder | $2,113 | $7,719-72.6% | $11,616-81.8% | $5,403-60.9% |