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 | $5,497 | $124,281-95.6% | $109,143-95.0% | $167,490-96.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 42.91% | 26.04%+16.9pp | 25.75%+17.2pp | 478.56%-435.7pp |
| Employer contribution / active EE | $876 | $4,207-79.2% | $3,722-76.5% | $4,837-81.9% |
| Participant deferral / active EE | $5,346 | $5,255+1.7% | $4,653+14.9% | $6,341-15.7% |
| Admin fee / account holder | $11,412 | $7,970+43.2% | $6,752+69.0% | $12,309-7.3% |