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 | $16,385 | $59,805-72.6% | $79,550-79.4% | $68,494-76.1% |
| Participation rate | 83.1% | 61.1%+22.0pp | 69.5%+13.6pp | 67.9%+15.2pp |
| Annual return | -13.78% | -12.30%-1.5pp | 0.16%-13.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,393 | $1,505+59.0% | $2,413-0.8% | $2,596-7.8% |
| Participant deferral / active EE | $3,793 | $3,024+25.4% | $3,985-4.8% | $4,027-5.8% |
| Admin fee / account holder | $1,322 | $4,835-72.6% | $6,832-80.6% | $5,403-75.5% |