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 | $11,453 | $77,634-85.2% | $156,549-92.7% | $62,891-81.8% |
| Participation rate | 95.3% | 71.2%+24.1pp | 84.0%+11.3pp | 69.3%+26.0pp |
| Annual return | 5.31% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $535 | $3,444-84.5% | $5,501-90.3% | $2,281-76.5% |
| Participant deferral / active EE | $2,123 | $3,045-30.3% | $4,871-56.4% | $3,203-33.7% |
| Admin fee / account holder | $3,308 | $5,561-40.5% | $13,027-74.6% | $4,296-23.0% |