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 | $7,773 | $63,764-87.8% | $81,930-90.5% | $79,858-90.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 18.04% | 22.66%-4.6pp | 29.49%-11.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $661 | $1,795-63.2% | $4,310-84.7% | $2,471-73.3% |
| Participant deferral / active EE | $1,125 | $2,780-59.5% | $7,107-84.2% | $3,740-69.9% |
| Admin fee / account holder | $723 | $4,426-83.7% | $5,158-86.0% | $5,306-86.4% |