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 | $15,342 | $77,314-80.2% | $177,989-91.4% | $80,856-81.0% |
| Participation rate | 83.6% | 65.7%+17.9pp | 77.1%+6.5pp | 67.6%+15.9pp |
| Annual return | 10.92% | 18.09%-7.2pp | 294.48%-283.6pp | 35.59%-24.7pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,712 | $4,411-15.9% | $6,276-40.9% | $4,296-13.6% |
| Admin fee / account holder | $1,744 | $7,191-75.7% | $10,363-83.2% | $6,918-74.8% |