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 8-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 | $8,643 | $149,734-94.2% | $118,925-92.7% | $158,922-94.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.46% | 19.95%-8.5pp | 35.88%-24.4pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,785 | $4,115-56.6% | $3,263-45.3% | $4,761-62.5% |
| Participant deferral / active EE | $3,715 | $5,223-28.9% | $4,265-12.9% | $5,982-37.9% |
| Admin fee / account holder | $2,454 | $8,603-71.5% | $6,581-62.7% | $11,246-78.2% |