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 | $17,737 | $65,041-72.7% | $90,951-80.5% | $79,858-77.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 16.01% | 30.45%-14.4pp | 134.60%-118.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,445 | $2,512-2.7% | $3,373-27.5% | $3,740-34.6% |
| Admin fee / account holder | $1,377 | $4,536-69.7% | $5,959-76.9% | $5,306-74.1% |