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 | $14,615 | $83,477-82.5% | $125,175-88.3% | $72,985-80.0% |
| Participation rate | 82.4% | 73.3%+9.0pp | 79.8%+2.6pp | 69.5%+12.9pp |
| Annual return | 24.19% | 25.78%-1.6pp | 43.79%-19.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,955 | $2,345-16.6% | $3,865-49.4% | $2,440-19.9% |
| Participant deferral / active EE | $2,806 | $3,585-21.7% | $4,937-43.2% | $3,607-22.2% |
| Admin fee / account holder | $1,453 | $5,517-73.7% | $9,702-85.0% | $5,124-71.6% |