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 | $13,706 | $183,519-92.5% | $155,509-91.2% | $145,922-90.6% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.5pp | 80.3%+15.4pp |
| Annual return | 9.06% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,722 | $5,313-67.6% | $4,672-63.1% | $4,660-63.0% |
| Participant deferral / active EE | $2,948 | $6,462-54.4% | $5,626-47.6% | $6,688-55.9% |
| Admin fee / account holder | $3,266 | $19,313-83.1% | $15,912-79.5% | $13,397-75.6% |