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 | $9,861 | $76,000-87.0% | $154,107-93.6% | $64,186-84.6% |
| Participation rate | 95.2% | 70.4%+24.8pp | 83.0%+12.2pp | 69.6%+25.7pp |
| Annual return | 6.46% | 30.32%-23.9pp | 735.12%-728.7pp | 7.63%-1.2pp |
| Employer contribution / active EE | $476 | $3,351-85.8% | $5,298-91.0% | $2,381-80.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,108 | $5,596-80.2% | $13,411-91.7% | $4,888-77.3% |