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 | $17,279 | $152,587-88.7% | $125,175-86.2% | $152,861-88.7% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 45.96% | 54.84%-8.9pp | 43.79%+2.2pp | 345.32%-299.4pp |
| Employer contribution / active EE | $1,013 | $4,946-79.5% | $3,865-73.8% | $4,762-78.7% |
| Participant deferral / active EE | $2,369 | $5,868-59.6% | $4,937-52.0% | $5,850-59.5% |
| Admin fee / account holder | $7,239 | $13,434-46.1% | $9,702-25.4% | $11,596-37.6% |