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 | $12,986 | $58,927-78.0% | $76,817-83.1% | $72,985-82.2% |
| Participation rate | 92.9% | 67.3%+25.5pp | 72.1%+20.8pp | 69.5%+23.4pp |
| Annual return | 16.85% | 2305.64%-2288.8pp | 1166.11%-1149.3pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,331 | $1,787-25.5% | $2,302-42.2% | $2,440-45.4% |
| Participant deferral / active EE | $1,323 | $2,690-50.8% | $3,336-60.4% | $3,607-63.3% |
| Admin fee / account holder | $1,506 | $4,013-62.5% | $6,420-76.5% | $5,124-70.6% |