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 | $19,709 | $99,652-80.2% | $78,778-75.0% | $147,584-86.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 14.06% | 47.28%-33.2pp | 35.62%-21.6pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,075 | $2,796-61.5% | $1,986-45.8% | $4,876-77.9% |
| Participant deferral / active EE | $3,117 | $3,664-14.9% | $2,958+5.4% | $5,439-42.7% |
| Admin fee / account holder | $862 | $7,155-88.0% | $5,134-83.2% | $10,885-92.1% |