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 | $21,640 | $67,411-67.9% | $91,001-76.2% | $70,131-69.1% |
| Participation rate | 86.4% | 71.4%+15.0pp | 75.6%+10.8pp | 69.5%+16.8pp |
| Annual return | 12.92% | -40.16%+53.1pp | 4.60%+8.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $401 | $1,786-77.5% | $2,456-83.7% | $2,342-82.9% |
| Participant deferral / active EE | $2,214 | $2,823-21.6% | $3,547-37.6% | $3,332-33.6% |
| Admin fee / account holder | $9,980 | $4,236+135.6% | $5,417+84.2% | $4,645+114.8% |