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 | $17,907 | $82,032-78.2% | $123,104-85.5% | $59,632-70.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.41% | 5.12%-4.7pp | 13.22%-12.8pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $2,765 | $3,297-16.1% | $5,151-46.3% | $2,203+25.6% |
| Participant deferral / active EE | $4,880 | $4,667+4.6% | $6,230-21.7% | $3,192+52.9% |
| Admin fee / account holder | $901 | $5,881-84.7% | $9,015-90.0% | $4,297-79.0% |