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 | $22,743 | $67,411-66.3% | $91,001-75.0% | $70,131-67.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.13% | -40.16%+55.3pp | 4.60%+10.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,125 | $1,786-37.0% | $2,456-54.2% | $2,342-52.0% |
| Participant deferral / active EE | $1,597 | $2,823-43.4% | $3,547-55.0% | $3,332-52.1% |
| Admin fee / account holder | $559 | $4,236-86.8% | $5,417-89.7% | $4,645-88.0% |