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 | $15,582 | $149,734-89.6% | $118,925-86.9% | $158,922-90.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.89% | 19.95%-11.1pp | 35.88%-27.0pp | 302.83%-293.9pp |
| Employer contribution / active EE | $5,266 | $4,115+28.0% | $3,263+61.4% | $4,761+10.6% |
| Participant deferral / active EE | $2,438 | $5,223-53.3% | $4,265-42.8% | $5,982-59.3% |
| Admin fee / account holder | $2,691 | $8,603-68.7% | $6,581-59.1% | $11,246-76.1% |