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 | $21,904 | $86,286-74.6% | $111,297-80.3% | $85,850-74.5% |
| Participation rate | 83.0% | 73.3%+9.7pp | 77.3%+5.7pp | 69.3%+13.7pp |
| Annual return | 14.07% | 19.99%-5.9pp | 54.65%-40.6pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,705 | $2,043-16.5% | $2,731-37.6% | $2,565-33.5% |
| Participant deferral / active EE | $2,831 | $3,641-22.2% | $4,487-36.9% | $3,952-28.4% |
| Admin fee / account holder | $1,166 | $8,188-85.8% | $7,964-85.4% | $6,260-81.4% |