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 | $11,138 | $84,233-86.8% | $170,442-93.5% | $70,131-84.1% |
| Participation rate | 80.6% | 70.8%+9.8pp | 83.6%-3.0pp | 69.5%+11.1pp |
| Annual return | 18.77% | 23.06%-4.3pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,584 | $3,387-53.2% | $5,433-70.8% | $2,342-32.4% |
| Participant deferral / active EE | $2,658 | $3,086-13.9% | $4,939-46.2% | $3,332-20.2% |
| Admin fee / account holder | $3,111 | $5,698-45.4% | $13,880-77.6% | $4,645-33.0% |