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 | $9,539 | $87,540-89.1% | $75,781-87.4% | $125,391-92.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.03% | 13.48%-12.5pp | 9.68%-8.6pp | 282.22%-281.2pp |
| Employer contribution / active EE | $1,420 | $3,930-63.9% | $3,323-57.3% | $4,866-70.8% |
| Participant deferral / active EE | $1,676 | $4,229-60.4% | $3,651-54.1% | $5,352-68.7% |
| Admin fee / account holder | $801 | $6,502-87.7% | $5,299-84.9% | $9,540-91.6% |