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 | $13,183 | $93,346-85.9% | $71,796-81.6% | $273,961-95.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.30% | 130.39%-125.1pp | 78.04%-72.7pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,193 | $2,733-19.8% | $1,924+13.9% | $4,869-55.0% |
| Participant deferral / active EE | $6,544 | $3,475+88.3% | $2,794+134.2% | $5,287+23.8% |
| Admin fee / account holder | $7,997 | $6,571+21.7% | $4,815+66.1% | $10,132-21.1% |