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 | $14,555 | $99,341-85.3% | $84,750-82.8% | $273,961-94.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.97% | 22.93%-12.0pp | 22.78%-11.8pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,792 | $4,214-33.7% | $3,574-21.9% | $4,869-42.7% |
| Participant deferral / active EE | $3,230 | $4,269-24.4% | $3,712-13.0% | $5,287-38.9% |
| Admin fee / account holder | $944 | $6,644-85.8% | $5,332-82.3% | $10,132-90.7% |