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 | $16,204 | $158,817-89.8% | $121,196-86.6% | $135,375-88.0% |
| Participation rate | 88.9% | 79.3%+9.6pp | 71.7%+17.1pp | 82.6%+6.2pp |
| Annual return | -7.55% | -0.64%-6.9pp | 16.93%-24.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,480 | $5,665-73.9% | $4,022-63.2% | $4,779-69.0% |
| Participant deferral / active EE | $3,686 | $4,005-8.0% | $3,344+10.2% | $5,609-34.3% |
| Admin fee / account holder | $1,366 | $6,512-79.0% | $5,019-72.8% | $10,827-87.4% |