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 | $11,173 | $91,190-87.7% | $178,490-93.7% | $79,858-86.0% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 26.14% | 24.19%+1.9pp | 151.07%-124.9pp | 31.71%-5.6pp |
| Employer contribution / active EE | $814 | $3,256-75.0% | $5,011-83.8% | $2,471-67.1% |
| Participant deferral / active EE | $2,032 | $3,236-37.2% | $5,202-60.9% | $3,740-45.7% |
| Admin fee / account holder | $1,418 | $6,751-79.0% | $13,984-89.9% | $5,306-73.3% |