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 | $10,451 | $91,190-88.5% | $178,490-94.1% | $79,858-86.9% |
| Participation rate | 95.1% | 69.2%+25.9pp | 81.9%+13.1pp | 69.6%+25.4pp |
| Annual return | 15.40% | 24.19%-8.8pp | 151.07%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $840 | $3,256-74.2% | $5,011-83.2% | $2,471-66.0% |
| Participant deferral / active EE | $911 | $3,236-71.8% | $5,202-82.5% | $3,740-75.6% |
| Admin fee / account holder | $889 | $6,751-86.8% | $13,984-93.6% | $5,306-83.2% |