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 | $11,422 | $64,707-82.3% | $112,228-89.8% | $68,494-83.3% |
| Participation rate | 86.7% | 67.2%+19.5pp | 75.1%+11.6pp | 67.9%+18.8pp |
| Annual return | 26.24% | -11.40%+37.6pp | 27.45%-1.2pp | -7.84%+34.1pp |
| Employer contribution / active EE | $1,062 | $2,746-61.3% | $3,635-70.8% | $2,596-59.1% |
| Participant deferral / active EE | $3,309 | $3,565-7.2% | $4,728-30.0% | $4,027-17.8% |
| Admin fee / account holder | $700 | $5,232-86.6% | $6,410-89.1% | $5,403-87.0% |