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 8-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 | $11,025 | $49,227-77.6% | $70,449-84.4% | $79,858-86.2% |
| Participation rate | 80.4% | 69.2%+11.3pp | 75.1%+5.4pp | 69.6%+10.8pp |
| Annual return | 14.39% | 30.06%-15.7pp | 109.03%-94.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $467 | $2,099-77.7% | $2,737-82.9% | $2,471-81.1% |
| Participant deferral / active EE | $2,904 | $2,768+4.9% | $3,709-21.7% | $3,740-22.4% |
| Admin fee / account holder | $1,625 | $2,878-43.5% | $3,845-57.7% | $5,306-69.4% |