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 6-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 | $4,731 | $60,022-92.1% | $88,946-94.7% | $84,808-94.4% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 20.03% | 22.43%-2.4pp | 57.82%-37.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $730 | $1,703-57.1% | $2,555-71.4% | $2,631-72.2% |
| Participant deferral / active EE | $1,269 | $3,114-59.3% | $4,581-72.3% | $4,212-69.9% |
| Admin fee / account holder | $358 | $4,811-92.6% | $8,261-95.7% | $7,344-95.1% |