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 | $5,618 | $103,376-94.6% | $87,100-93.5% | $152,861-96.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.72% | 28.10%-10.4pp | 28.19%-10.5pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,658 | $3,220-48.5% | $2,521-34.2% | $4,762-65.2% |
| Participant deferral / active EE | $1,871 | $4,778-60.8% | $4,049-53.8% | $5,850-68.0% |
| Admin fee / account holder | $3,112 | $12,205-74.5% | $7,497-58.5% | $11,596-73.2% |