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 9-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 | $23,684 | $167,484-85.9% | $151,611-84.4% | $134,475-82.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.69% | 7.80%-13.5pp | 3.33%-9.0pp | 417.96%-423.7pp |
| Employer contribution / active EE | $9,551 | $6,829+39.9% | $6,166+54.9% | $4,740+101.5% |
| Participant deferral / active EE | $30,304 | $8,986+237.2% | $8,363+262.3% | $6,400+373.5% |
| Admin fee / account holder | $6,325 | $13,783-54.1% | $11,616-45.5% | $11,426-44.6% |