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 | $16,307 | $64,707-74.8% | $112,228-85.5% | $68,494-76.2% |
| Participation rate | 80.4% | 67.2%+13.2pp | 75.1%+5.3pp | 67.9%+12.5pp |
| Annual return | -14.30% | -11.40%-2.9pp | 27.45%-41.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,617 | $3,565-54.6% | $4,728-65.8% | $4,027-59.8% |
| Admin fee / account holder | $4,188 | $5,232-20.0% | $6,410-34.7% | $5,403-22.5% |