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 | $17,547 | $112,881-84.5% | $90,951-80.7% | $158,922-89.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.56% | 215.79%-203.2pp | 134.60%-122.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,256 | $2,893-56.6% | $2,122-40.8% | $4,761-73.6% |
| Participant deferral / active EE | $1,867 | $4,128-54.8% | $3,373-44.7% | $5,982-68.8% |
| Admin fee / account holder | $323 | $8,041-96.0% | $5,959-94.6% | $11,246-97.1% |