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 | $12,178 | $63,346-80.8% | $92,233-86.8% | $70,131-82.6% |
| Participation rate | 83.7% | 68.7%+15.0pp | 76.5%+7.2pp | 69.5%+14.2pp |
| Annual return | 12.75% | 530.12%-517.4pp | 176.28%-163.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,688 | $2,471+8.8% | $3,679-27.0% | $2,342+14.7% |
| Participant deferral / active EE | $2,389 | $2,854-16.3% | $3,897-38.7% | $3,332-28.3% |
| Admin fee / account holder | $787 | $3,840-79.5% | $5,194-84.8% | $4,645-83.1% |