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 | $21,446 | $76,367-71.9% | $93,606-77.1% | $72,985-70.6% |
| Participation rate | 97.8% | 71.7%+26.1pp | 75.8%+22.0pp | 69.5%+28.3pp |
| Annual return | 22.72% | 25.82%-3.1pp | 32.76%-10.0pp | 81.00%-58.3pp |
| Employer contribution / active EE | $770 | $2,275-66.2% | $2,718-71.7% | $2,440-68.4% |
| Participant deferral / active EE | $1,909 | $3,538-46.0% | $4,069-53.1% | $3,607-47.1% |
| Admin fee / account holder | $527 | $6,838-92.3% | $7,888-93.3% | $5,124-89.7% |