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 | $20,279 | $127,386-84.1% | $115,037-82.4% | $125,391-83.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.58% | 31.28%-30.7pp | 26.14%-25.6pp | 282.22%-281.6pp |
| Employer contribution / active EE | $1,224 | $5,166-76.3% | $4,608-73.4% | $4,866-74.8% |
| Participant deferral / active EE | $3,027 | $6,423-52.9% | $6,026-49.8% | $5,352-43.4% |
| Admin fee / account holder | $1,510 | $9,516-84.1% | $8,175-81.5% | $9,540-84.2% |