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 | $12,738 | $84,233-84.9% | $170,442-92.5% | $70,131-81.8% |
| Participation rate | 76.7% | 70.8%+5.8pp | 83.6%-6.9pp | 69.5%+7.1pp |
| Annual return | 12.40% | 23.06%-10.7pp | 205.93%-193.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,367 | $3,086-55.7% | $4,939-72.3% | $3,332-59.0% |
| Admin fee / account holder | $1,324 | $5,698-76.8% | $13,880-90.5% | $4,645-71.5% |