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 | $44,076 | $546,767-91.9% | $455,660-90.3% | $546,767-91.9% |
| Participation rate | 92.9% | 83.5%+9.3pp | 88.2%+4.6pp | 83.5%+9.3pp |
| Annual return | 14.78% | 10.35%+4.4pp | 18.72%-3.9pp | 10.35%+4.4pp |
| Employer contribution / active EE | $0 | $24,752-100.0% | $10,947-100.0% | $24,752-100.0% |
| Participant deferral / active EE | $1,870 | $3,964-52.8% | $1,211+54.4% | $3,964-52.8% |
| Admin fee / account holder | $1,376 | $48,677-97.2% | $4,920-72.0% | $48,677-97.2% |