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 | $10,396 | $117,983-91.2% | $101,794-89.8% | $142,382-92.7% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.2%+17.5pp | 80.1%+6.5pp |
| Annual return | 12.24% | 36.92%-24.7pp | 30.53%-18.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $572 | $2,773-79.4% | $2,289-75.0% | $4,299-86.7% |
| Participant deferral / active EE | $1,300 | $4,714-72.4% | $4,084-68.2% | $6,507-80.0% |
| Admin fee / account holder | $4,826 | $10,433-53.7% | $8,777-45.0% | $12,624-61.8% |