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 | $49,578 | $350,135-85.8% | $78,363-36.7% | $350,135-85.8% |
| Participation rate | 87.5% | 79.0%+8.5pp | 95.8%-8.3pp | 79.0%+8.5pp |
| Annual return | 14.39% | 11.86%+2.5pp | 38.74%-24.4pp | 11.86%+2.5pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $11,375-100.0% | $12,925-100.0% |
| Participant deferral / active EE | $1,942 | $4,976-61.0% | $14,596-86.7% | $4,976-61.0% |
| Admin fee / account holder | $2,984 | $23,717-87.4% | $1,036+187.9% | $23,717-87.4% |