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 | $4,303 | $106,515-96.0% | $96,683-95.5% | $139,434-96.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.14% | 38.43%-15.3pp | 35.69%-12.6pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,784 | $4,103-56.5% | $3,737-52.3% | $4,751-62.4% |
| Participant deferral / active EE | $3,286 | $5,454-39.7% | $4,878-32.6% | $6,710-51.0% |
| Admin fee / account holder | $1,441 | $7,877-81.7% | $6,730-78.6% | $11,403-87.4% |