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 | $8,150 | $87,540-90.7% | $75,781-89.2% | $125,391-93.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.95% | 13.48%-15.4pp | 9.68%-11.6pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,213 | $3,930-43.7% | $3,323-33.4% | $4,866-54.5% |
| Participant deferral / active EE | $5,933 | $4,229+40.3% | $3,651+62.5% | $5,352+10.9% |
| Admin fee / account holder | $3,927 | $6,502-39.6% | $5,299-25.9% | $9,540-58.8% |