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 | $9,714 | $86,286-88.7% | $111,297-91.3% | $85,850-88.7% |
| Participation rate | 74.1% | 73.3%+0.7pp | 77.3%-3.2pp | 69.3%+4.8pp |
| Annual return | 22.20% | 19.99%+2.2pp | 54.65%-32.5pp | 318.53%-296.3pp |
| Employer contribution / active EE | $686 | $2,043-66.4% | $2,731-74.9% | $2,565-73.2% |
| Participant deferral / active EE | $1,808 | $3,641-50.3% | $4,487-59.7% | $3,952-54.2% |
| Admin fee / account holder | $1,754 | $8,188-78.6% | $7,964-78.0% | $6,260-72.0% |