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 | $8,969 | $52,681-83.0% | $75,781-88.2% | $59,632-85.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.02% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $5,713 | $2,193+160.5% | $3,323+71.9% | $2,203+159.4% |
| Participant deferral / active EE | $1,237 | $2,591-52.2% | $3,651-66.1% | $3,192-61.2% |
| Admin fee / account holder | $385 | $3,610-89.3% | $5,299-92.7% | $4,297-91.0% |