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 | $10,025 | $211,958-95.3% | $169,463-94.1% | $135,375-92.6% |
| Participation rate | 90.9% | 82.6%+8.3pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -5.01% | 3.26%-8.3pp | 1.83%-6.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,533 | $5,120-70.1% | $4,159-63.1% | $4,779-67.9% |
| Participant deferral / active EE | $2,203 | $6,075-63.7% | $5,277-58.2% | $5,609-60.7% |
| Admin fee / account holder | $671 | $11,471-94.2% | $9,109-92.6% | $10,827-93.8% |