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 | $7,047 | $78,705-91.0% | $117,854-94.0% | $70,131-90.0% |
| Participation rate | 85.0% | 73.2%+11.8pp | 79.7%+5.3pp | 69.5%+15.5pp |
| Annual return | 37.55% | 23.30%+14.3pp | 335.08%-297.5pp | 73.14%-35.6pp |
| Employer contribution / active EE | $1,318 | $2,223-40.7% | $3,786-65.2% | $2,342-43.7% |
| Participant deferral / active EE | $3,041 | $3,297-7.8% | $4,482-32.1% | $3,332-8.7% |
| Admin fee / account holder | $384 | $5,065-92.4% | $8,020-95.2% | $4,645-91.7% |