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 | $17,205 | $197,825-91.3% | $155,790-89.0% | $125,391-86.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 3.24% | 86.74%-83.5pp | 71.54%-68.3pp | 282.22%-279.0pp |
| Employer contribution / active EE | $391 | $4,847-91.9% | $3,836-89.8% | $4,866-92.0% |
| Participant deferral / active EE | $5,708 | $5,630+1.4% | $4,797+19.0% | $5,352+6.7% |
| Admin fee / account holder | $2,812 | $9,545-70.5% | $7,478-62.4% | $9,540-70.5% |