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 | $4,571 | $39,122-88.3% | $57,179-92.0% | $62,891-92.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 8.91% | 9.23%-0.3pp | 14.59%-5.7pp | 20.14%-11.2pp |
| Employer contribution / active EE | $818 | $1,874-56.4% | $2,682-69.5% | $2,281-64.1% |
| Participant deferral / active EE | $1,262 | $2,374-46.8% | $3,096-59.2% | $3,203-60.6% |
| Admin fee / account holder | $343 | $2,592-86.8% | $3,139-89.1% | $4,296-92.0% |