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 | $12,716 | $152,587-91.7% | $125,175-89.8% | $152,861-91.7% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 20.55% | 54.84%-34.3pp | 43.79%-23.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,175 | $4,946-76.2% | $3,865-69.6% | $4,762-75.3% |
| Participant deferral / active EE | $1,836 | $5,868-68.7% | $4,937-62.8% | $5,850-68.6% |
| Admin fee / account holder | $2,507 | $13,434-81.3% | $9,702-74.2% | $11,596-78.4% |