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 | $13,334 | $228,332-94.2% | $185,823-92.8% | $158,922-91.6% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.0%+8.6pp | 82.0%+4.7pp |
| Annual return | 19.01% | 40.80%-21.8pp | 35.95%-16.9pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,674 | $4,967-66.3% | $4,087-59.0% | $4,761-64.8% |
| Participant deferral / active EE | $1,868 | $6,415-70.9% | $5,632-66.8% | $5,982-68.8% |
| Admin fee / account holder | $1,814 | $11,864-84.7% | $9,500-80.9% | $11,246-83.9% |