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 9-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 | $7,694 | $54,762-85.9% | $90,281-91.5% | $72,985-89.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 25.15% | 30.63%-5.5pp | 78.10%-52.9pp | 81.00%-55.9pp |
| Employer contribution / active EE | $900 | $2,092-57.0% | $2,854-68.5% | $2,440-63.1% |
| Participant deferral / active EE | $1,415 | $2,887-51.0% | $3,885-63.6% | $3,607-60.8% |
| Admin fee / account holder | $649 | $3,972-83.7% | $5,351-87.9% | $5,124-87.3% |