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 | $16,760 | $105,181-84.1% | $159,436-89.5% | $85,850-80.5% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.8%+5.5pp | 69.3%+19.1pp |
| Annual return | 22.57% | 45.07%-22.5pp | 263.57%-241.0pp | 318.53%-296.0pp |
| Employer contribution / active EE | $974 | $3,318-70.7% | $4,829-79.8% | $2,565-62.0% |
| Participant deferral / active EE | $2,754 | $5,945-53.7% | $7,352-62.5% | $3,952-30.3% |
| Admin fee / account holder | $2,251 | $6,933-67.5% | $10,799-79.2% | $6,260-64.0% |