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 | $18,316 | $98,240-81.4% | $82,313-77.7% | $147,584-87.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.63% | 30.85%-20.2pp | 25.88%-15.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,128 | $3,192-64.6% | $2,428-53.5% | $4,876-76.9% |
| Participant deferral / active EE | $2,099 | $4,383-52.1% | $3,706-43.4% | $5,439-61.4% |
| Admin fee / account holder | $2,368 | $8,563-72.3% | $5,608-57.8% | $10,885-78.2% |