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 | $9,212 | $135,952-93.2% | $123,892-92.6% | $273,961-96.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.38% | 56.63%-44.2pp | 47.52%-35.1pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,573 | $5,170-69.6% | $4,617-65.9% | $4,869-67.7% |
| Participant deferral / active EE | $3,290 | $6,343-48.1% | $5,984-45.0% | $5,287-37.8% |
| Admin fee / account holder | $1,451 | $9,817-85.2% | $8,357-82.6% | $10,132-85.7% |