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 | $17,376 | $113,339-84.7% | $94,993-81.7% | $147,584-88.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.19% | 20.77%-4.6pp | 27.12%-10.9pp | 578.55%-562.4pp |
| Employer contribution / active EE | $381 | $3,160-87.9% | $2,603-85.4% | $4,876-92.2% |
| Participant deferral / active EE | $5,980 | $3,777+58.3% | $3,317+80.3% | $5,439+10.0% |
| Admin fee / account holder | $11,223 | $6,063+85.1% | $4,960+126.2% | $10,885+3.1% |