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 | $10,647 | $369,484-97.1% | $303,047-96.5% | $357,791-97.0% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 18.63% | 0.42%+18.2pp | 2.47%+16.2pp | 396.79%-378.2pp |
| Employer contribution / active EE | $6,000 | $9,025-33.5% | $7,418-19.1% | $7,508-20.1% |
| Participant deferral / active EE | $7,510 | $5,439+38.1% | $5,070+48.1% | $5,521+36.0% |
| Admin fee / account holder | $101,107 | $49,137+105.8% | $39,333+157.1% | $28,387+256.2% |