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 | $11,959 | $215,361-94.4% | $171,082-93.0% | $273,961-95.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 12.43% | 25.14%-12.7pp | 32.56%-20.1pp | 41.45%-29.0pp |
| Employer contribution / active EE | $3,518 | $4,967-29.2% | $4,002-12.1% | $4,869-27.7% |
| Participant deferral / active EE | $6,415 | $5,543+15.7% | $4,797+33.7% | $5,287+21.3% |
| Admin fee / account holder | $3,811 | $10,846-64.9% | $8,520-55.3% | $10,132-62.4% |