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 | $8,646 | $95,416-90.9% | $185,823-95.3% | $85,850-89.9% |
| Participation rate | 81.7% | 68.8%+12.9pp | 81.7%0pp | 69.3%+12.4pp |
| Annual return | 13.54% | 23.59%-10.0pp | 122.05%-108.5pp | 318.53%-305.0pp |
| Employer contribution / active EE | $624 | $3,314-81.2% | $5,167-87.9% | $2,565-75.7% |
| Participant deferral / active EE | $1,298 | $3,423-62.1% | $5,568-76.7% | $3,952-67.2% |
| Admin fee / account holder | $1,018 | $7,213-85.9% | $16,237-93.7% | $6,260-83.7% |