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 | $4,295 | $157,256-97.3% | $141,162-97.0% | $152,861-97.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.35% | 64.32%-45.0pp | 71.39%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,334 | $5,261-55.6% | $4,735-50.7% | $4,762-51.0% |
| Participant deferral / active EE | $3,760 | $7,109-47.1% | $6,709-44.0% | $5,850-35.7% |
| Admin fee / account holder | $6,934 | $12,120-42.8% | $10,261-32.4% | $11,596-40.2% |