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 | $15,164 | $63,861-76.3% | $104,607-85.5% | $79,858-81.0% |
| Participation rate | 95.2% | 64.9%+30.3pp | 74.1%+21.2pp | 69.6%+25.6pp |
| Annual return | 26.43% | 21.30%+5.1pp | 340.46%-314.0pp | 31.71%-5.3pp |
| Employer contribution / active EE | $1,075 | $1,588-32.3% | $2,681-59.9% | $2,471-56.5% |
| Participant deferral / active EE | $1,594 | $2,693-40.8% | $3,740-57.4% | $3,740-57.4% |
| Admin fee / account holder | $661 | $4,185-84.2% | $6,473-89.8% | $5,306-87.5% |