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 | $8,751 | $90,503-90.3% | $78,689-88.9% | $273,961-96.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 6.27% | 75.60%-69.3pp | 62.18%-55.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $584 | $3,176-81.6% | $2,851-79.5% | $4,869-88.0% |
| Participant deferral / active EE | $1,073 | $3,901-72.5% | $3,517-69.5% | $5,287-79.7% |
| Admin fee / account holder | $325 | $5,263-93.8% | $4,510-92.8% | $10,132-96.8% |