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 | $10,895 | $45,035-75.8% | $62,995-82.7% | $70,131-84.5% |
| Participation rate | 75.3% | 69.5%+5.8pp | 74.8%+0.5pp | 69.5%+5.8pp |
| Annual return | 14.42% | 18.76%-4.3pp | 87.57%-73.1pp | 73.14%-58.7pp |
| Employer contribution / active EE | $537 | $2,051-73.8% | $2,759-80.5% | $2,342-77.1% |
| Participant deferral / active EE | $988 | $2,465-59.9% | $3,329-70.3% | $3,332-70.3% |
| Admin fee / account holder | $2,777 | $2,834-2.0% | $3,600-22.9% | $4,645-40.2% |