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 6-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 | $18,928 | $94,625-80.0% | $116,228-83.7% | $84,808-77.7% |
| Participation rate | 93.0% | 70.4%+22.5pp | 74.6%+18.4pp | 68.3%+24.7pp |
| Annual return | 20.33% | 20.40%-0.1pp | 90.06%-69.7pp | 40.90%-20.6pp |
| Employer contribution / active EE | $947 | $2,347-59.6% | $2,994-68.4% | $2,631-64.0% |
| Participant deferral / active EE | $2,407 | $3,972-39.4% | $4,953-51.4% | $4,212-42.9% |
| Admin fee / account holder | $305 | $10,091-97.0% | $11,989-97.5% | $7,344-95.8% |