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 | $13,887 | $91,190-84.8% | $178,490-92.2% | $79,858-82.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.76% | 24.19%-12.4pp | 151.07%-139.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,685 | $3,256-48.2% | $5,011-66.4% | $2,471-31.8% |
| Participant deferral / active EE | $1,244 | $3,236-61.5% | $5,202-76.1% | $3,740-66.7% |
| Admin fee / account holder | $3,503 | $6,751-48.1% | $13,984-75.0% | $5,306-34.0% |