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 | $13,409 | $157,256-91.5% | $141,162-90.5% | $152,861-91.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 32.28% | 64.32%-32.0pp | 71.39%-39.1pp | 345.32%-313.0pp |
| Employer contribution / active EE | $1,581 | $5,261-70.0% | $4,735-66.6% | $4,762-66.8% |
| Participant deferral / active EE | $2,591 | $7,109-63.6% | $6,709-61.4% | $5,850-55.7% |
| Admin fee / account holder | $5,372 | $12,120-55.7% | $10,261-47.7% | $11,596-53.7% |