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 | $10,610 | $91,190-88.4% | $178,490-94.1% | $79,858-86.7% |
| Participation rate | 93.7% | 69.2%+24.5pp | 81.9%+11.7pp | 69.6%+24.0pp |
| Annual return | 14.76% | 24.19%-9.4pp | 151.07%-136.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $426 | $3,256-86.9% | $5,011-91.5% | $2,471-82.7% |
| Participant deferral / active EE | $1,209 | $3,236-62.6% | $5,202-76.8% | $3,740-67.7% |
| Admin fee / account holder | $418 | $6,751-93.8% | $13,984-97.0% | $5,306-92.1% |