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 | $11,157 | $95,416-88.3% | $185,823-94.0% | $85,850-87.0% |
| Participation rate | 94.5% | 68.8%+25.8pp | 81.7%+12.8pp | 69.3%+25.2pp |
| Annual return | 14.16% | 23.59%-9.4pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,033 | $3,314-68.8% | $5,167-80.0% | $2,565-59.7% |
| Participant deferral / active EE | $1,490 | $3,423-56.5% | $5,568-73.2% | $3,952-62.3% |
| Admin fee / account holder | $1,381 | $7,213-80.8% | $16,237-91.5% | $6,260-77.9% |