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 8-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 | $13,335 | $72,277-81.6% | $101,248-86.8% | $79,858-83.3% |
| Participation rate | 83.9% | 68.5%+15.4pp | 75.8%+8.1pp | 69.6%+14.2pp |
| Annual return | 20.02% | 22.30%-2.3pp | 46.47%-26.5pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,758 | $2,692-34.7% | $3,660-52.0% | $2,471-28.8% |
| Participant deferral / active EE | $2,629 | $3,282-19.9% | $4,370-39.8% | $3,740-29.7% |
| Admin fee / account holder | $1,664 | $4,400-62.2% | $5,945-72.0% | $5,306-68.6% |