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 | $12,764 | $99,032-87.1% | $80,019-84.0% | $135,375-90.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.95% | 15.39%-22.3pp | 11.22%-18.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,061 | $3,043-32.3% | $2,468-16.5% | $4,779-56.9% |
| Participant deferral / active EE | $1,536 | $4,282-64.1% | $3,686-58.3% | $5,609-72.6% |
| Admin fee / account holder | $935 | $10,436-91.0% | $6,521-85.7% | $10,827-91.4% |