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 | $21,929 | $171,164-87.2% | $127,761-82.8% | $152,861-85.7% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.0%+14.3pp | 82.4%+10.9pp |
| Annual return | 15.67% | 23.54%-7.9pp | 26.14%-10.5pp | 345.32%-329.6pp |
| Employer contribution / active EE | $0 | $5,447-100.0% | $4,574-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,383 | $7,038-51.9% | $6,021-43.8% | $5,850-42.2% |
| Admin fee / account holder | $1,503 | $14,530-89.7% | $9,395-84.0% | $11,596-87.0% |