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 | $9,438 | $64,307-85.3% | $57,343-83.5% | $125,391-92.5% |
| Participation rate | 94.1% | 78.6%+15.5pp | 75.1%+19.0pp | 83.2%+10.9pp |
| Annual return | -0.39% | 25.12%-25.5pp | 24.39%-24.8pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,471 | $3,193-53.9% | $2,689-45.3% | $4,866-69.8% |
| Participant deferral / active EE | $1,841 | $3,848-52.2% | $3,162-41.8% | $5,352-65.6% |
| Admin fee / account holder | $1,764 | $5,242-66.3% | $3,356-47.4% | $9,540-81.5% |