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 | $13,099 | $53,127-75.3% | $86,590-84.9% | $70,131-81.3% |
| Participation rate | 85.2% | 65.3%+19.9pp | 73.5%+11.6pp | 69.5%+15.6pp |
| Annual return | 34.02% | 27.66%+6.4pp | 964.84%-930.8pp | 73.14%-39.1pp |
| Employer contribution / active EE | $1,734 | $2,068-16.2% | $2,839-38.9% | $2,342-26.0% |
| Participant deferral / active EE | $919 | $2,696-65.9% | $3,609-74.5% | $3,332-72.4% |
| Admin fee / account holder | $401 | $3,585-88.8% | $4,906-91.8% | $4,645-91.4% |