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 5-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 | $15,762 | $105,860-85.1% | $90,749-82.6% | $134,475-88.3% |
| Participation rate | 87.0% | 78.2%+8.7pp | 75.7%+11.3pp | 81.2%+5.7pp |
| Annual return | -19.74% | -11.01%-8.7pp | -12.16%-7.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,672 | $3,462-22.8% | $2,921-8.5% | $4,740-43.6% |
| Participant deferral / active EE | $2,952 | $5,216-43.4% | $4,564-35.3% | $6,400-53.9% |
| Admin fee / account holder | $373 | $13,938-97.3% | $8,445-95.6% | $11,426-96.7% |