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 | $22,738 | $152,587-85.1% | $125,175-81.8% | $152,861-85.1% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.4%+10.9pp |
| Annual return | 26.75% | 54.84%-28.1pp | 43.79%-17.0pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,153 | $4,946-56.5% | $3,865-44.3% | $4,762-54.8% |
| Participant deferral / active EE | $4,528 | $5,868-22.8% | $4,937-8.3% | $5,850-22.6% |
| Admin fee / account holder | $1,868 | $13,434-86.1% | $9,702-80.7% | $11,596-83.9% |