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 | $16,145 | $59,805-73.0% | $79,550-79.7% | $68,494-76.4% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.5%+19.4pp | 67.9%+21.0pp |
| Annual return | 8.26% | -12.30%+20.6pp | 0.16%+8.1pp | -7.84%+16.1pp |
| Employer contribution / active EE | $5,232 | $1,505+247.7% | $2,413+116.8% | $2,596+101.5% |
| Participant deferral / active EE | $10,935 | $3,024+261.6% | $3,985+174.4% | $4,027+171.5% |
| Admin fee / account holder | $4,474 | $4,835-7.5% | $6,832-34.5% | $5,403-17.2% |