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 | $7,419 | $181,894-95.9% | $156,549-95.3% | $273,961-97.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 20.30% | 30.74%-10.4pp | 32.23%-11.9pp | 41.45%-21.2pp |
| Employer contribution / active EE | $1,766 | $6,248-71.7% | $5,501-67.9% | $4,869-63.7% |
| Participant deferral / active EE | $4,437 | $5,550-20.1% | $4,871-8.9% | $5,287-16.1% |
| Admin fee / account holder | $423 | $15,559-97.3% | $13,027-96.8% | $10,132-95.8% |