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 | $9,825 | $65,041-84.9% | $90,951-89.2% | $79,858-87.7% |
| Participation rate | 86.5% | 61.6%+24.9pp | 69.0%+17.5pp | 69.6%+16.9pp |
| Annual return | 12.51% | 30.45%-17.9pp | 134.60%-122.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $761 | $1,247-39.0% | $2,122-64.1% | $2,471-69.2% |
| Participant deferral / active EE | $1,758 | $2,512-30.0% | $3,373-47.9% | $3,740-53.0% |
| Admin fee / account holder | $2,591 | $4,536-42.9% | $5,959-56.5% | $5,306-51.2% |