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 | $3,642 | $115,882-96.9% | $100,516-96.4% | $158,922-97.7% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 17.25% | 34.79%-17.5pp | 30.89%-13.6pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,095 | $4,103-73.3% | $3,418-68.0% | $4,761-77.0% |
| Participant deferral / active EE | $2,061 | $6,674-69.1% | $6,270-67.1% | $5,982-65.5% |
| Admin fee / account holder | $1,475 | $10,995-86.6% | $8,081-81.7% | $11,246-86.9% |