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 9-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 | $9,024 | $96,484-90.6% | $75,886-88.1% | $152,861-94.1% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.3%+23.0pp | 82.4%+9.9pp |
| Annual return | 28.61% | 33.98%-5.4pp | 30.76%-2.1pp | 345.32%-316.7pp |
| Employer contribution / active EE | $1,337 | $3,309-59.6% | $2,500-46.5% | $4,762-71.9% |
| Participant deferral / active EE | $4,796 | $4,553+5.3% | $3,603+33.1% | $5,850-18.0% |
| Admin fee / account holder | $1,624 | $8,078-79.9% | $5,418-70.0% | $11,596-86.0% |