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 | $9,958 | $165,912-94.0% | $122,332-91.9% | $147,584-93.3% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 13.92% | 34.55%-20.6pp | 30.27%-16.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,217 | $5,754-78.9% | $4,050-70.0% | $4,876-75.0% |
| Participant deferral / active EE | $1,762 | $4,005-56.0% | $3,287-46.4% | $5,439-67.6% |
| Admin fee / account holder | $4,576 | $7,424-38.4% | $5,478-16.5% | $10,885-58.0% |