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 | $5,994 | $53,127-88.7% | $86,590-93.1% | $70,131-91.5% |
| Participation rate | 86.9% | 65.3%+21.6pp | 73.5%+13.3pp | 69.5%+17.3pp |
| Annual return | 12.55% | 27.66%-15.1pp | 964.84%-952.3pp | 73.14%-60.6pp |
| Employer contribution / active EE | $663 | $2,068-67.9% | $2,839-76.6% | $2,342-71.7% |
| Participant deferral / active EE | $1,476 | $2,696-45.3% | $3,609-59.1% | $3,332-55.7% |
| Admin fee / account holder | $530 | $3,585-85.2% | $4,906-89.2% | $4,645-88.6% |