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 | $18,141 | $127,065-85.7% | $113,168-84.0% | $142,382-87.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.64% | 24.03%-13.4pp | 24.27%-13.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,885 | $3,442-45.3% | $2,975-36.7% | $4,299-56.2% |
| Participant deferral / active EE | $5,326 | $5,716-6.8% | $5,107+4.3% | $6,507-18.2% |
| Admin fee / account holder | $2,572 | $15,736-83.7% | $12,068-78.7% | $12,624-79.6% |