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 | $11,131 | $105,998-89.5% | $92,233-87.9% | $147,584-92.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 19.21% | 50.05%-30.8pp | 176.28%-157.1pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,875 | $4,333-56.7% | $3,679-49.0% | $4,876-61.5% |
| Participant deferral / active EE | $4,285 | $4,478-4.3% | $3,897+10.0% | $5,439-21.2% |
| Admin fee / account holder | $511 | $6,332-91.9% | $5,194-90.2% | $10,885-95.3% |