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 | $18,690 | $61,660-69.7% | $80,019-76.6% | $64,186-70.9% |
| Participation rate | 83.3% | 71.7%+11.6pp | 75.8%+7.5pp | 69.6%+13.8pp |
| Annual return | -3.31% | -0.33%-3.0pp | 11.22%-14.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,667 | $1,810-7.9% | $2,468-32.4% | $2,381-30.0% |
| Participant deferral / active EE | $6,518 | $2,968+119.6% | $3,686+76.9% | $3,470+87.9% |
| Admin fee / account holder | $16,502 | $5,417+204.6% | $6,521+153.1% | $4,888+237.6% |