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 | $9,309 | $98,240-90.5% | $82,313-88.7% | $147,584-93.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.87% | 30.85%-7.0pp | 25.88%-2.0pp | 578.55%-554.7pp |
| Employer contribution / active EE | $1,088 | $3,192-65.9% | $2,428-55.2% | $4,876-77.7% |
| Participant deferral / active EE | $2,015 | $4,383-54.0% | $3,706-45.6% | $5,439-62.9% |
| Admin fee / account holder | $793 | $8,563-90.7% | $5,608-85.9% | $10,885-92.7% |