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 | $7,616 | $153,772-95.0% | $133,980-94.3% | $273,961-97.2% |
| Participation rate | 82.4% | 88.4%-6.0pp | 87.1%-4.7pp | 83.0%-0.7pp |
| Annual return | 9.20% | 36.51%-27.3pp | 29.30%-20.1pp | 41.45%-32.2pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,703 | $6,958-32.4% | $6,282-25.1% | $5,287-11.1% |
| Admin fee / account holder | $1,537 | $11,765-86.9% | $9,324-83.5% | $10,132-84.8% |