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 5-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 | $8,969 | $57,541-84.4% | $95,745-90.6% | $75,163-88.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.91% | 34.93%-19.0pp | 28.35%-12.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,027 | $1,808+67.4% | $2,835+6.8% | $2,670+13.4% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $551 | $4,099-86.6% | $5,678-90.3% | $5,651-90.2% |