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 | $16,247 | $129,942-87.5% | $104,294-84.4% | $134,475-87.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.59% | 42.03%-41.4pp | 24.61%-24.0pp | 417.96%-417.4pp |
| Employer contribution / active EE | $832 | $4,184-80.1% | $3,372-75.3% | $4,740-82.4% |
| Participant deferral / active EE | $15,375 | $5,588+175.2% | $4,625+232.4% | $6,400+140.2% |
| Admin fee / account holder | $16,792 | $9,323+80.1% | $7,339+128.8% | $11,426+47.0% |