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 | $10,658 | $106,515-90.0% | $96,683-89.0% | $139,434-92.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.08% | 38.43%-27.3pp | 35.69%-24.6pp | 372.94%-361.9pp |
| Employer contribution / active EE | $996 | $4,103-75.7% | $3,737-73.3% | $4,751-79.0% |
| Participant deferral / active EE | $6,393 | $5,454+17.2% | $4,878+31.0% | $6,710-4.7% |
| Admin fee / account holder | $11,683 | $7,877+48.3% | $6,730+73.6% | $11,403+2.5% |