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 7-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 | $14,960 | $158,817-90.6% | $121,196-87.7% | $135,375-88.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 5.62% | -0.64%+6.3pp | 16.93%-11.3pp | 519.73%-514.1pp |
| Employer contribution / active EE | $3,255 | $5,665-42.5% | $4,022-19.1% | $4,779-31.9% |
| Participant deferral / active EE | $11,431 | $4,005+185.4% | $3,344+241.8% | $5,609+103.8% |
| Admin fee / account holder | $124,718 | $6,512+1815.1% | $5,019+2384.8% | $10,827+1051.9% |