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 | $24,768 | $162,781-84.8% | $133,956-81.5% | $158,922-84.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.24% | 41.94%-33.7pp | 45.09%-36.8pp | 302.83%-294.6pp |
| Employer contribution / active EE | $1,765 | $4,975-64.5% | $3,919-55.0% | $4,761-62.9% |
| Participant deferral / active EE | $4,256 | $5,911-28.0% | $5,048-15.7% | $5,982-28.9% |
| Admin fee / account holder | $19,824 | $11,736+68.9% | $8,927+122.1% | $11,246+76.3% |