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 | $9,765 | $112,881-91.3% | $90,951-89.3% | $158,922-93.9% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 6.42% | 215.79%-209.4pp | 134.60%-128.2pp | 302.83%-296.4pp |
| Employer contribution / active EE | $1,165 | $2,893-59.7% | $2,122-45.1% | $4,761-75.5% |
| Participant deferral / active EE | $5,438 | $4,128+31.7% | $3,373+61.2% | $5,982-9.1% |
| Admin fee / account holder | $108,671 | $8,041+1251.5% | $5,959+1723.8% | $11,246+866.3% |