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 | $9,874 | $52,580-81.2% | $71,671-86.2% | $70,131-85.9% |
| Participation rate | 86.1% | 60.9%+25.2pp | 68.7%+17.4pp | 69.5%+16.6pp |
| Annual return | 21.62% | 20.25%+1.4pp | 20.65%+1.0pp | 73.14%-51.5pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,117 | $2,386+72.5% | $3,438+19.8% | $3,332+23.6% |
| Admin fee / account holder | $6,662 | $3,653+82.4% | $5,558+19.9% | $4,645+43.4% |