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 | $17,102 | $110,257-84.5% | $96,544-82.3% | $139,434-87.7% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.2pp |
| Annual return | 17.88% | 26.32%-8.4pp | 25.84%-8.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,795 | $3,620-50.4% | $2,965-39.4% | $4,751-62.2% |
| Participant deferral / active EE | $2,120 | $5,548-61.8% | $4,851-56.3% | $6,710-68.4% |
| Admin fee / account holder | $1,898 | $11,591-83.6% | $8,252-77.0% | $11,403-83.4% |