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 6-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 | $16,408 | $64,707-74.6% | $112,228-85.4% | $68,494-76.0% |
| Participation rate | 85.3% | 67.2%+18.1pp | 75.1%+10.2pp | 67.9%+17.4pp |
| Annual return | -17.55% | -11.40%-6.1pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,128 | $2,746-22.5% | $3,635-41.5% | $2,596-18.0% |
| Participant deferral / active EE | $3,619 | $3,565+1.5% | $4,728-23.5% | $4,027-10.1% |
| Admin fee / account holder | $948 | $5,232-81.9% | $6,410-85.2% | $5,403-82.5% |