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 | $10,247 | $181,894-94.4% | $156,549-93.5% | $273,961-96.3% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 49.77% | 30.74%+19.0pp | 32.23%+17.5pp | 41.45%+8.3pp |
| Employer contribution / active EE | $2,089 | $6,248-66.6% | $5,501-62.0% | $4,869-57.1% |
| Participant deferral / active EE | $2,591 | $5,550-53.3% | $4,871-46.8% | $5,287-51.0% |
| Admin fee / account holder | $1,214 | $15,559-92.2% | $13,027-90.7% | $10,132-88.0% |