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 | $10,872 | $73,360-85.2% | $177,989-93.9% | $74,495-85.4% |
| Participation rate | 76.2% | 66.6%+9.6pp | 77.1%-0.8pp | 67.2%+9.0pp |
| Annual return | 15.24% | 17.49%-2.2pp | 294.48%-279.2pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $859 | $2,216-61.2% | $3,949-78.2% | $2,623-67.2% |
| Participant deferral / active EE | $2,306 | $4,513-48.9% | $6,276-63.3% | $4,346-46.9% |
| Admin fee / account holder | $3,737 | $1,808+106.7% | $10,363-63.9% | $1,942+92.5% |