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 | $8,597 | $106,515-91.9% | $96,683-91.1% | $139,434-93.8% |
| Participation rate | 90.5% | 77.8%+12.6pp | 74.3%+16.1pp | 80.3%+10.2pp |
| Annual return | 13.24% | 38.43%-25.2pp | 35.69%-22.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,334 | $4,103-67.5% | $3,737-64.3% | $4,751-71.9% |
| Participant deferral / active EE | $3,759 | $5,454-31.1% | $4,878-22.9% | $6,710-44.0% |
| Admin fee / account holder | $8,182 | $7,877+3.9% | $6,730+21.6% | $11,403-28.2% |