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 | $8,767 | $99,341-91.2% | $84,750-89.7% | $273,961-96.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.59% | 22.93%-14.3pp | 22.78%-14.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,223 | $4,214-71.0% | $3,574-65.8% | $4,869-74.9% |
| Participant deferral / active EE | $2,126 | $4,269-50.2% | $3,712-42.7% | $5,287-59.8% |
| Admin fee / account holder | $372 | $6,644-94.4% | $5,332-93.0% | $10,132-96.3% |