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 | $9,063 | $121,625-92.5% | $104,607-91.3% | $158,922-94.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 14.74% | 465.26%-450.5pp | 340.46%-325.7pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,122 | $3,163-64.5% | $2,681-58.1% | $4,761-76.4% |
| Participant deferral / active EE | $1,866 | $4,177-55.3% | $3,740-50.1% | $5,982-68.8% |
| Admin fee / account holder | $498 | $7,787-93.6% | $6,473-92.3% | $11,246-95.6% |