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 | $13,938 | $43,723-68.1% | $121,196-88.5% | $64,186-78.3% |
| Participation rate | 89.2% | 58.3%+30.9pp | 71.7%+17.4pp | 69.6%+19.6pp |
| Annual return | 13.13% | 68.91%-55.8pp | 16.93%-3.8pp | 7.63%+5.5pp |
| Employer contribution / active EE | $1,257 | $1,296-3.0% | $4,022-68.8% | $2,381-47.2% |
| Participant deferral / active EE | $1,134 | $2,280-50.3% | $3,344-66.1% | $3,470-67.3% |
| Admin fee / account holder | $471 | $3,501-86.5% | $5,019-90.6% | $4,888-90.4% |