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 | $8,157 | $52,903-84.6% | $73,307-88.9% | $59,632-86.3% |
| Participation rate | 93.1% | 68.2%+24.9pp | 74.9%+18.2pp | 68.7%+24.4pp |
| Annual return | -1.45% | 12.20%-13.6pp | 5.67%-7.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,391 | $1,909+25.3% | $3,237-26.1% | $2,203+8.6% |
| Participant deferral / active EE | $3,392 | $4,069-16.7% | $4,991-32.1% | $3,192+6.3% |
| Admin fee / account holder | $819 | $3,834-78.6% | $5,637-85.5% | $4,297-80.9% |