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 | $17,098 | $126,574-86.5% | $106,213-83.9% | $145,922-88.3% |
| Participation rate | 86.4% | 77.6%+8.7pp | 75.3%+11.1pp | 80.3%+6.1pp |
| Annual return | 14.95% | 224.79%-209.8pp | 116.14%-101.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,021 | $3,730-72.6% | $3,171-67.8% | $4,660-78.1% |
| Participant deferral / active EE | $2,933 | $5,724-48.8% | $5,016-41.5% | $6,688-56.1% |
| Admin fee / account holder | $477 | $17,304-97.2% | $11,033-95.7% | $13,397-96.4% |