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 | $19,113 | $162,781-88.3% | $133,956-85.7% | $158,922-88.0% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 7.73% | 41.94%-34.2pp | 45.09%-37.4pp | 302.83%-295.1pp |
| Employer contribution / active EE | $4,470 | $4,975-10.2% | $3,919+14.1% | $4,761-6.1% |
| Participant deferral / active EE | $8,441 | $5,911+42.8% | $5,048+67.2% | $5,982+41.1% |
| Admin fee / account holder | $10,665 | $11,736-9.1% | $8,927+19.5% | $11,246-5.2% |