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 | $9,265 | $78,926-88.3% | $136,749-93.2% | $84,808-89.1% |
| Participation rate | 81.8% | 62.2%+19.6pp | 72.1%+9.7pp | 68.3%+13.5pp |
| Annual return | 16.53% | 18.17%-1.6pp | 24.33%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $791 | $2,134-62.9% | $3,400-76.7% | $2,631-69.9% |
| Participant deferral / active EE | $1,564 | $3,168-50.6% | $4,692-66.7% | $4,212-62.9% |
| Admin fee / account holder | $1,186 | $6,369-81.4% | $11,386-89.6% | $7,344-83.9% |