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 | $8,859 | $65,041-86.4% | $90,951-90.3% | $79,858-88.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 15.04% | 30.45%-15.4pp | 134.60%-119.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,873 | $1,247+50.2% | $2,122-11.7% | $2,471-24.2% |
| Participant deferral / active EE | $1,813 | $2,512-27.8% | $3,373-46.2% | $3,740-51.5% |
| Admin fee / account holder | $1,824 | $4,536-59.8% | $5,959-69.4% | $5,306-65.6% |