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 | $7,315 | $53,127-86.2% | $86,590-91.6% | $70,131-89.6% |
| Participation rate | 89.3% | 65.3%+24.0pp | 73.5%+15.7pp | 69.5%+19.7pp |
| Annual return | 16.07% | 27.66%-11.6pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $695 | $2,068-66.4% | $2,839-75.5% | $2,342-70.3% |
| Participant deferral / active EE | $2,962 | $2,696+9.9% | $3,609-17.9% | $3,332-11.1% |
| Admin fee / account holder | $1,018 | $3,585-71.6% | $4,906-79.2% | $4,645-78.1% |