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 | $9,077 | $102,966-91.2% | $90,281-89.9% | $152,861-94.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 25.80% | 95.16%-69.4pp | 78.10%-52.3pp | 345.32%-319.5pp |
| Employer contribution / active EE | $729 | $3,139-76.8% | $2,854-74.5% | $4,762-84.7% |
| Participant deferral / active EE | $1,215 | $4,281-71.6% | $3,885-68.7% | $5,850-79.2% |
| Admin fee / account holder | $595 | $6,171-90.4% | $5,351-88.9% | $11,596-94.9% |