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 | $16,487 | $238,490-93.1% | $180,183-90.9% | $142,382-88.4% |
| Participation rate | 84.6% | 82.3%+2.4pp | 77.4%+7.2pp | 80.1%+4.5pp |
| Annual return | 12.23% | 33.56%-21.3pp | 27.86%-15.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,183 | $6,143-64.5% | $5,039-56.7% | $4,299-49.2% |
| Participant deferral / active EE | $3,150 | $7,996-60.6% | $6,822-53.8% | $6,507-51.6% |
| Admin fee / account holder | $9,039 | $28,866-68.7% | $19,975-54.8% | $12,624-28.4% |