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 | $7,311 | $127,386-94.3% | $115,037-93.6% | $125,391-94.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.60% | 31.28%-32.9pp | 26.14%-27.7pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,089 | $5,166-78.9% | $4,608-76.4% | $4,866-77.6% |
| Participant deferral / active EE | $4,971 | $6,423-22.6% | $6,026-17.5% | $5,352-7.1% |
| Admin fee / account holder | $1,743 | $9,516-81.7% | $8,175-78.7% | $9,540-81.7% |