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 | $8,058 | $86,699-90.7% | $73,307-89.0% | $125,391-93.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.88% | 2.78%-3.7pp | 5.67%-6.6pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,883 | $4,152-54.7% | $3,237-41.8% | $4,866-61.3% |
| Participant deferral / active EE | $2,971 | $5,550-46.5% | $4,991-40.5% | $5,352-44.5% |
| Admin fee / account holder | $4,313 | $7,771-44.5% | $5,637-23.5% | $9,540-54.8% |