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 | $15,947 | $50,958-68.7% | $74,550-78.6% | $64,186-75.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.75% | -1.86%-1.9pp | 32.53%-36.3pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,713 | $1,115+53.6% | $1,961-12.6% | $2,381-28.0% |
| Participant deferral / active EE | $3,006 | $2,301+30.6% | $3,108-3.3% | $3,470-13.3% |
| Admin fee / account holder | $1,120 | $4,223-73.5% | $5,060-77.9% | $4,888-77.1% |