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 | $10,687 | $140,588-92.4% | $123,104-91.3% | $125,391-91.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,147 | $6,041-64.5% | $5,151-58.3% | $4,866-55.9% |
| Participant deferral / active EE | $7,029 | $6,980+0.7% | $6,230+12.8% | $5,352+31.4% |
| Admin fee / account holder | $1,043 | $11,198-90.7% | $9,015-88.4% | $9,540-89.1% |