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 | $12,648 | $106,890-88.2% | $84,015-84.9% | $152,861-91.7% |
| Participation rate | 86.7% | 75.2%+11.4pp | 69.0%+17.7pp | 82.4%+4.2pp |
| Annual return | 13.77% | 104.99%-91.2pp | 71.31%-57.5pp | 345.32%-331.6pp |
| Employer contribution / active EE | $435 | $2,734-84.1% | $1,983-78.1% | $4,762-90.9% |
| Participant deferral / active EE | $1,041 | $4,011-74.1% | $3,239-67.9% | $5,850-82.2% |
| Admin fee / account holder | $1,937 | $8,285-76.6% | $6,101-68.3% | $11,596-83.3% |