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 | $12,700 | $157,256-91.9% | $141,162-91.0% | $152,861-91.7% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 28.34% | 64.32%-36.0pp | 71.39%-43.0pp | 345.32%-317.0pp |
| Employer contribution / active EE | $2,906 | $5,261-44.8% | $4,735-38.6% | $4,762-39.0% |
| Participant deferral / active EE | $3,424 | $7,109-51.8% | $6,709-49.0% | $5,850-41.5% |
| Admin fee / account holder | $817 | $12,120-93.3% | $10,261-92.0% | $11,596-93.0% |