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 | $12,178 | $87,540-86.1% | $75,781-83.9% | $125,391-90.3% |
| Participation rate | 88.2% | 80.2%+8.1pp | 75.8%+12.4pp | 83.2%+5.0pp |
| Annual return | -2.74% | 13.48%-16.2pp | 9.68%-12.4pp | 282.22%-285.0pp |
| Employer contribution / active EE | $781 | $3,930-80.1% | $3,323-76.5% | $4,866-83.9% |
| Participant deferral / active EE | $1,716 | $4,229-59.4% | $3,651-53.0% | $5,352-67.9% |
| Admin fee / account holder | $729 | $6,502-88.8% | $5,299-86.3% | $9,540-92.4% |