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 | $14,869 | $64,707-77.0% | $112,228-86.8% | $68,494-78.3% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.1%+20.9pp | 67.9%+28.1pp |
| Annual return | -16.56% | -11.40%-5.2pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,797 | $3,565+6.5% | $4,728-19.7% | $4,027-5.7% |
| Admin fee / account holder | $1,191 | $5,232-77.2% | $6,410-81.4% | $5,403-78.0% |