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 5-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 | $9,079 | $117,841-92.3% | $102,423-91.1% | $145,922-93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.14% | 31.65%-18.5pp | 29.32%-16.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,886 | $3,615-47.8% | $3,023-37.6% | $4,660-59.5% |
| Participant deferral / active EE | $4,699 | $5,731-18.0% | $5,053-7.0% | $6,688-29.7% |
| Admin fee / account holder | $2,805 | $13,326-78.9% | $9,451-70.3% | $13,397-79.1% |