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 | $12,668 | $165,335-92.3% | $149,696-91.5% | $158,922-92.0% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 16.36% | 348.15%-331.8pp | 276.60%-260.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,137 | $5,103-77.7% | $4,644-75.5% | $4,761-76.1% |
| Participant deferral / active EE | $5,556 | $7,181-22.6% | $6,842-18.8% | $5,982-7.1% |
| Admin fee / account holder | $5,434 | $10,807-49.7% | $9,309-41.6% | $11,246-51.7% |