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 6-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 | $11,721 | $89,753-86.9% | $107,525-89.1% | $84,808-86.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.60% | 29.48%-11.9pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $881 | $3,113-71.7% | $3,754-76.5% | $2,631-66.5% |
| Participant deferral / active EE | $2,763 | $4,056-31.9% | $5,116-46.0% | $4,212-34.4% |
| Admin fee / account holder | $1,370 | $7,222-81.0% | $8,919-84.6% | $7,344-81.3% |