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 9-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 | $12,846 | $149,734-91.4% | $118,925-89.2% | $158,922-91.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.66% | 19.95%-0.3pp | 35.88%-16.2pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,322 | $4,115-67.9% | $3,263-59.5% | $4,761-72.2% |
| Participant deferral / active EE | $2,492 | $5,223-52.3% | $4,265-41.6% | $5,982-58.3% |
| Admin fee / account holder | $1,568 | $8,603-81.8% | $6,581-76.2% | $11,246-86.1% |