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 | $13,453 | $86,286-84.4% | $111,297-87.9% | $85,850-84.3% |
| Participation rate | 90.0% | 73.3%+16.7pp | 77.3%+12.7pp | 69.3%+20.7pp |
| Annual return | 26.05% | 19.99%+6.1pp | 54.65%-28.6pp | 318.53%-292.5pp |
| Employer contribution / active EE | $3,759 | $2,043+84.0% | $2,731+37.7% | $2,565+46.6% |
| Participant deferral / active EE | $6,639 | $3,641+82.4% | $4,487+47.9% | $3,952+68.0% |
| Admin fee / account holder | $6,033 | $8,188-26.3% | $7,964-24.2% | $6,260-3.6% |