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 | $13,919 | $176,377-92.1% | $134,143-89.6% | $158,922-91.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 5.71% | 63.63%-57.9pp | 36.33%-30.6pp | 302.83%-297.1pp |
| Employer contribution / active EE | $1,420 | $5,040-71.8% | $3,704-61.6% | $4,761-70.2% |
| Participant deferral / active EE | $1,702 | $4,091-58.4% | $3,499-51.4% | $5,982-71.6% |
| Admin fee / account holder | $446 | $8,718-94.9% | $6,684-93.3% | $11,246-96.0% |