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 | $6,766 | $77,419-91.3% | $69,455-90.3% | $152,861-95.6% |
| Participation rate | 82.6% | 78.1%+4.5pp | 74.6%+8.0pp | 82.4%+0.2pp |
| Annual return | 51.24% | 39.06%+12.2pp | 28.97%+22.3pp | 345.32%-294.1pp |
| Employer contribution / active EE | $1,138 | $3,315-65.7% | $2,779-59.1% | $4,762-76.1% |
| Participant deferral / active EE | $1,855 | $4,414-58.0% | $3,535-47.5% | $5,850-68.3% |
| Admin fee / account holder | $842 | $6,207-86.4% | $3,839-78.1% | $11,596-92.7% |