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 7-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 | $10,413 | $127,777-91.9% | $106,548-90.2% | $167,490-93.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.86% | 33.87%-18.0pp | 26.80%-10.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $5,430 | $3,427+58.5% | $2,819+92.6% | $4,837+12.2% |
| Participant deferral / active EE | $6,793 | $5,087+33.5% | $4,398+54.4% | $6,341+7.1% |
| Admin fee / account holder | $840 | $11,228-92.5% | $7,407-88.7% | $12,309-93.2% |