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 | $9,499 | $96,484-90.2% | $75,886-87.5% | $152,861-93.8% |
| Participation rate | 70.6% | 76.2%-5.6pp | 69.3%+1.3pp | 82.4%-11.9pp |
| Annual return | 28.50% | 33.98%-5.5pp | 30.76%-2.3pp | 345.32%-316.8pp |
| Employer contribution / active EE | $840 | $3,309-74.6% | $2,500-66.4% | $4,762-82.4% |
| Participant deferral / active EE | $1,135 | $4,553-75.1% | $3,603-68.5% | $5,850-80.6% |
| Admin fee / account holder | $690 | $8,078-91.5% | $5,418-87.3% | $11,596-94.1% |