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 | $8,571 | $77,899-89.0% | $149,673-94.3% | $75,163-88.6% |
| Participation rate | 75.9% | 65.6%+10.3pp | 78.8%-2.9pp | 67.2%+8.7pp |
| Annual return | 25.55% | 31.72%-6.2pp | 134.42%-108.9pp | 160.62%-135.1pp |
| Employer contribution / active EE | $1,557 | $3,137-50.4% | $4,818-67.7% | $2,670-41.7% |
| Participant deferral / active EE | $870 | $3,411-74.5% | $5,680-84.7% | $4,125-78.9% |
| Admin fee / account holder | $1,583 | $5,956-73.4% | $13,210-88.0% | $5,651-72.0% |