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 | $14,360 | $142,405-89.9% | $115,157-87.5% | $152,861-90.6% |
| Participation rate | 83.3% | 82.4%+1.0pp | 75.9%+7.4pp | 82.4%+0.9pp |
| Annual return | 17.09% | 41.48%-24.4pp | 35.60%-18.5pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,112 | $4,010-72.3% | $3,179-65.0% | $4,762-76.6% |
| Participant deferral / active EE | $1,705 | $5,164-67.0% | $4,168-59.1% | $5,850-70.9% |
| Admin fee / account holder | $729 | $8,462-91.4% | $7,088-89.7% | $11,596-93.7% |