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 | $13,100 | $77,634-83.1% | $156,549-91.6% | $62,891-79.2% |
| Participation rate | 81.3% | 71.2%+10.0pp | 84.0%-2.8pp | 69.3%+11.9pp |
| Annual return | 5.82% | 50.32%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,529 | $3,045-49.8% | $4,871-68.6% | $3,203-52.3% |
| Admin fee / account holder | $3,833 | $5,561-31.1% | $13,027-70.6% | $4,296-10.8% |