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 | $10,683 | $85,202-87.5% | $172,739-93.8% | $72,985-85.4% |
| Participation rate | 84.4% | 70.1%+14.3pp | 82.6%+1.7pp | 69.5%+14.9pp |
| Annual return | 21.64% | 27.32%-5.7pp | 802.84%-781.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,841 | $3,324-44.6% | $5,143-64.2% | $2,440-24.6% |
| Participant deferral / active EE | $1,472 | $3,260-54.8% | $5,198-71.7% | $3,607-59.2% |
| Admin fee / account holder | $1,531 | $5,884-74.0% | $13,954-89.0% | $5,124-70.1% |