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 | $12,150 | $72,492-83.2% | $87,100-86.1% | $72,985-83.4% |
| Participation rate | 93.3% | 72.8%+20.5pp | 76.9%+16.5pp | 69.5%+23.8pp |
| Annual return | 21.56% | 24.46%-2.9pp | 28.19%-6.6pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,501 | $1,894+84.9% | $2,521+38.9% | $2,440+43.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $841 | $5,055-83.4% | $7,497-88.8% | $5,124-83.6% |