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 | $11,062 | $52,681-79.0% | $75,781-85.4% | $59,632-81.4% |
| Participation rate | 88.6% | 67.2%+21.3pp | 75.8%+12.8pp | 68.7%+19.9pp |
| Annual return | -0.57% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $883 | $2,193-59.8% | $3,323-73.4% | $2,203-59.9% |
| Participant deferral / active EE | $2,043 | $2,591-21.1% | $3,651-44.0% | $3,192-36.0% |
| Admin fee / account holder | $945 | $3,610-73.8% | $5,299-82.2% | $4,297-78.0% |