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 | $15,941 | $92,222-82.7% | $76,768-79.2% | $135,375-88.2% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -4.16% | 5.46%-9.6pp | 2.43%-6.6pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,536 | $3,216-52.3% | $2,485-38.2% | $4,779-67.9% |
| Participant deferral / active EE | $5,027 | $4,509+11.5% | $3,852+30.5% | $5,609-10.4% |
| Admin fee / account holder | $22,078 | $10,748+105.4% | $6,675+230.8% | $10,827+103.9% |