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 | $14,408 | $99,032-85.5% | $80,019-82.0% | $135,375-89.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.01% | 15.39%-19.4pp | 11.22%-15.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,271 | $3,043-58.2% | $2,468-48.5% | $4,779-73.4% |
| Participant deferral / active EE | $2,665 | $4,282-37.8% | $3,686-27.7% | $5,609-52.5% |
| Admin fee / account holder | $14,918 | $10,436+42.9% | $6,521+128.8% | $10,827+37.8% |