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 | $9,945 | $165,912-94.0% | $122,332-91.9% | $147,584-93.3% |
| Participation rate | 77.8% | 79.6%-1.8pp | 71.6%+6.1pp | 82.8%-5.1pp |
| Annual return | 23.73% | 34.55%-10.8pp | 30.27%-6.5pp | 578.55%-554.8pp |
| Employer contribution / active EE | $1,325 | $5,754-77.0% | $4,050-67.3% | $4,876-72.8% |
| Participant deferral / active EE | $2,830 | $4,005-29.3% | $3,287-13.9% | $5,439-48.0% |
| Admin fee / account holder | $424 | $7,424-94.3% | $5,478-92.3% | $10,885-96.1% |