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 | $7,821 | $85,202-90.8% | $172,739-95.5% | $72,985-89.3% |
| Participation rate | 82.5% | 70.1%+12.4pp | 82.6%-0.2pp | 69.5%+13.0pp |
| Annual return | 22.00% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $598 | $3,324-82.0% | $5,143-88.4% | $2,440-75.5% |
| Participant deferral / active EE | $1,795 | $3,260-44.9% | $5,198-65.5% | $3,607-50.2% |
| Admin fee / account holder | $476 | $5,884-91.9% | $13,954-96.6% | $5,124-90.7% |