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 | $28,863 | $94,625-69.5% | $116,228-75.2% | $84,808-66.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.81% | 20.40%-6.6pp | 90.06%-76.2pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,413 | $2,347-39.8% | $2,994-52.8% | $2,631-46.3% |
| Participant deferral / active EE | $1,793 | $3,972-54.8% | $4,953-63.8% | $4,212-57.4% |
| Admin fee / account holder | $7,929 | $10,091-21.4% | $11,989-33.9% | $7,344+8.0% |