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 8-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 | $12,250 | $67,984-82.0% | $65,493-81.3% | $74,304-83.5% |
| Participation rate | 99.0% | 66.3%+32.7pp | 73.1%+26.0pp | 60.3%+38.7pp |
| Annual return | 13.72% | 19.87%-6.1pp | 982.45%-968.7pp | 29.43%-15.7pp |
| Employer contribution / active EE | $911 | $2,491-63.4% | $2,574-64.6% | $2,241-59.4% |
| Participant deferral / active EE | $1,221 | $3,346-63.5% | $3,961-69.2% | $3,767-67.6% |
| Admin fee / account holder | $2,753 | $1,373+100.5% | $5,028-45.3% | $2,969-7.3% |