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 | $15,912 | $88,707-82.1% | $74,183-78.6% | $273,961-94.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 8.65% | 11.94%-3.3pp | 17.74%-9.1pp | 41.45%-32.8pp |
| Employer contribution / active EE | $821 | $3,159-74.0% | $2,370-65.4% | $4,869-83.1% |
| Participant deferral / active EE | $2,281 | $4,212-45.8% | $3,550-35.7% | $5,287-56.9% |
| Admin fee / account holder | $412 | $8,717-95.3% | $5,586-92.6% | $10,132-95.9% |