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 | $6,829 | $53,822-87.3% | $75,696-91.0% | $85,850-92.0% |
| Participation rate | 97.9% | 69.1%+28.9pp | 74.8%+23.1pp | 69.3%+28.6pp |
| Annual return | 18.60% | 24.54%-5.9pp | 104.53%-85.9pp | 318.53%-299.9pp |
| Employer contribution / active EE | $600 | $2,017-70.2% | $2,743-78.1% | $2,565-76.6% |
| Participant deferral / active EE | $1,392 | $2,895-51.9% | $3,821-63.6% | $3,952-64.8% |
| Admin fee / account holder | $841 | $3,343-74.8% | $3,619-76.8% | $6,260-86.6% |