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 8-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 | $13,598 | $53,822-74.7% | $75,696-82.0% | $85,850-84.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.66% | 24.54%-10.9pp | 104.53%-90.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $467 | $2,017-76.8% | $2,743-83.0% | $2,565-81.8% |
| Participant deferral / active EE | $2,020 | $2,895-30.2% | $3,821-47.1% | $3,952-48.9% |
| Admin fee / account holder | $7,095 | $3,343+112.2% | $3,619+96.0% | $6,260+13.3% |