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 | $12,613 | $101,069-87.5% | $81,478-84.5% | $147,584-91.5% |
| Participation rate | 93.3% | 74.5%+18.9pp | 68.0%+25.4pp | 82.8%+10.5pp |
| Annual return | 12.06% | 32.40%-20.3pp | 38.78%-26.7pp | 578.55%-566.5pp |
| Employer contribution / active EE | $843 | $3,205-73.7% | $2,568-67.2% | $4,876-82.7% |
| Participant deferral / active EE | $1,470 | $4,242-65.3% | $3,537-58.4% | $5,439-73.0% |
| Admin fee / account holder | $5,954 | $5,812+2.5% | $4,561+30.5% | $10,885-45.3% |