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 | $14,712 | $54,541-73.0% | $78,778-81.3% | $70,131-79.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 20.56% | 21.07%-0.5pp | 35.62%-15.1pp | 73.14%-52.6pp |
| Employer contribution / active EE | $2,203 | $1,089+102.4% | $1,986+10.9% | $2,342-6.0% |
| Participant deferral / active EE | $3,006 | $2,210+36.0% | $2,958+1.6% | $3,332-9.8% |
| Admin fee / account holder | $415 | $3,709-88.8% | $5,134-91.9% | $4,645-91.1% |