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 | $11,157 | $98,750-88.7% | $149,696-92.5% | $79,858-86.0% |
| Participation rate | 83.6% | 75.8%+7.9pp | 82.5%+1.2pp | 69.6%+14.0pp |
| Annual return | 12.47% | 27.43%-15.0pp | 276.60%-264.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,570 | $3,216-51.2% | $4,644-66.2% | $2,471-36.5% |
| Participant deferral / active EE | $2,574 | $5,680-54.7% | $6,842-62.4% | $3,740-31.2% |
| Admin fee / account holder | $4,931 | $6,053-18.5% | $9,309-47.0% | $5,306-7.1% |