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 | $26,851 | $144,119-81.4% | $117,854-77.2% | $147,584-81.8% |
| Participation rate | 81.0% | 83.4%-2.5pp | 79.7%+1.3pp | 82.8%-1.9pp |
| Annual return | 9.69% | 531.15%-521.5pp | 335.08%-325.4pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,728 | $4,896-64.7% | $3,786-54.4% | $4,876-64.6% |
| Participant deferral / active EE | $3,078 | $5,316-42.1% | $4,482-31.3% | $5,439-43.4% |
| Admin fee / account holder | $16,899 | $10,886+55.2% | $8,020+110.7% | $10,885+55.2% |