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 | $13,020 | $65,561-80.1% | $86,188-84.9% | $75,163-82.7% |
| Participation rate | 90.2% | 60.5%+29.7pp | 69.0%+21.2pp | 67.2%+23.0pp |
| Annual return | 22.96% | 46.05%-23.1pp | 1168.45%-1145.5pp | 160.62%-137.7pp |
| Employer contribution / active EE | $699 | $1,553-54.9% | $2,380-70.6% | $2,670-73.8% |
| Participant deferral / active EE | $1,709 | $3,024-43.5% | $3,985-57.1% | $4,125-58.6% |
| Admin fee / account holder | $311 | $5,474-94.3% | $6,852-95.5% | $5,651-94.5% |