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 | $16,320 | $167,307-90.2% | $143,757-88.6% | $134,475-87.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.79% | 0.46%-2.3pp | -0.04%-1.8pp | 417.96%-419.8pp |
| Employer contribution / active EE | $3,414 | $5,619-39.3% | $4,951-31.1% | $4,740-28.0% |
| Participant deferral / active EE | $3,217 | $6,446-50.1% | $5,637-42.9% | $6,400-49.7% |
| Admin fee / account holder | $84,768 | $18,088+368.6% | $14,673+477.7% | $11,426+641.9% |