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 | $8,812 | $96,956-90.9% | $70,014-87.4% | $273,961-96.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 29.61% | 12.93%+16.7pp | 12.99%+16.6pp | 41.45%-11.8pp |
| Employer contribution / active EE | $859 | $3,316-74.1% | $2,338-63.3% | $4,869-82.3% |
| Participant deferral / active EE | $6,553 | $3,744+75.0% | $2,931+123.6% | $5,287+23.9% |
| Admin fee / account holder | $588 | $7,934-92.6% | $4,380-86.6% | $10,132-94.2% |