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 | $6,572 | $55,706-88.2% | $75,886-91.3% | $72,985-91.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 19.75% | 27.59%-7.8pp | 30.76%-11.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,623 | $1,687-3.8% | $2,500-35.1% | $2,440-33.5% |
| Participant deferral / active EE | $1,356 | $2,634-48.5% | $3,603-62.4% | $3,607-62.4% |
| Admin fee / account holder | $345 | $3,978-91.3% | $5,418-93.6% | $5,124-93.3% |