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 | $7,699 | $46,553-83.5% | $64,056-88.0% | $75,163-89.8% |
| Participation rate | 75.6% | 65.9%+9.7pp | 72.3%+3.3pp | 67.2%+8.4pp |
| Annual return | 12.76% | 26.03%-13.3pp | 33.69%-20.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $988 | $1,974-49.9% | $2,747-64.0% | $2,670-63.0% |
| Participant deferral / active EE | $1,574 | $2,837-44.5% | $3,880-59.4% | $4,125-61.9% |
| Admin fee / account holder | $952 | $2,952-67.7% | $3,068-69.0% | $5,651-83.2% |