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 | $8,431 | $112,881-92.5% | $90,951-90.7% | $158,922-94.7% |
| Participation rate | 70.8% | 74.7%-3.9pp | 69.0%+1.8pp | 82.0%-11.1pp |
| Annual return | 17.13% | 215.79%-198.7pp | 134.60%-117.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $439 | $2,893-84.8% | $2,122-79.3% | $4,761-90.8% |
| Participant deferral / active EE | $1,939 | $4,128-53.0% | $3,373-42.5% | $5,982-67.6% |
| Admin fee / account holder | $1,685 | $8,041-79.0% | $5,959-71.7% | $11,246-85.0% |