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 | $18,812 | $116,175-83.8% | $93,606-79.9% | $152,861-87.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.97% | 35.96%-17.0pp | 32.76%-13.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,445 | $3,218-55.1% | $2,718-46.8% | $4,762-69.7% |
| Participant deferral / active EE | $3,376 | $4,603-26.7% | $4,069-17.0% | $5,850-42.3% |
| Admin fee / account holder | $1,027 | $10,748-90.4% | $7,888-87.0% | $11,596-91.1% |