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 | $20,177 | $116,175-82.6% | $93,606-78.4% | $152,861-86.8% |
| Participation rate | 88.9% | 78.0%+10.8pp | 75.8%+13.1pp | 82.4%+6.4pp |
| Annual return | 10.52% | 35.96%-25.4pp | 32.76%-22.2pp | 345.32%-334.8pp |
| Employer contribution / active EE | $1,109 | $3,218-65.5% | $2,718-59.2% | $4,762-76.7% |
| Participant deferral / active EE | $2,746 | $4,603-40.4% | $4,069-32.5% | $5,850-53.1% |
| Admin fee / account holder | $28,252 | $10,748+162.9% | $7,888+258.2% | $11,596+143.6% |