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 | $12,740 | $101,069-87.4% | $81,478-84.4% | $147,584-91.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.32% | 32.40%-16.1pp | 38.78%-22.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $974 | $3,205-69.6% | $2,568-62.1% | $4,876-80.0% |
| Participant deferral / active EE | $905 | $4,242-78.7% | $3,537-74.4% | $5,439-83.4% |
| Admin fee / account holder | $2,322 | $5,812-60.0% | $4,561-49.1% | $10,885-78.7% |