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 | $10,905 | $91,190-88.0% | $178,490-93.9% | $79,858-86.3% |
| Participation rate | 84.0% | 69.2%+14.8pp | 81.9%+2.1pp | 69.6%+14.4pp |
| Annual return | 33.51% | 24.19%+9.3pp | 151.07%-117.6pp | 31.71%+1.8pp |
| Employer contribution / active EE | $705 | $3,256-78.3% | $5,011-85.9% | $2,471-71.5% |
| Participant deferral / active EE | $1,561 | $3,236-51.8% | $5,202-70.0% | $3,740-58.3% |
| Admin fee / account holder | $7,114 | $6,751+5.4% | $13,984-49.1% | $5,306+34.1% |