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 | $8,757 | $45,035-80.6% | $62,995-86.1% | $70,131-87.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.83% | 18.76%+0.1pp | 87.57%-68.7pp | 73.14%-54.3pp |
| Employer contribution / active EE | $816 | $2,051-60.2% | $2,759-70.4% | $2,342-65.2% |
| Participant deferral / active EE | $1,145 | $2,465-53.6% | $3,329-65.6% | $3,332-65.6% |
| Admin fee / account holder | $820 | $2,834-71.1% | $3,600-77.2% | $4,645-82.4% |