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 5-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 | $10,063 | $73,933-86.4% | $96,683-89.6% | $75,163-86.6% |
| Participation rate | 93.5% | 66.4%+27.1pp | 74.3%+19.1pp | 67.2%+26.3pp |
| Annual return | 17.41% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,568 | $2,928-46.5% | $3,737-58.0% | $2,670-41.3% |
| Participant deferral / active EE | $2,163 | $3,659-40.9% | $4,878-55.7% | $4,125-47.6% |
| Admin fee / account holder | $767 | $5,216-85.3% | $6,730-88.6% | $5,651-86.4% |