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 | $15,025 | $54,541-72.5% | $78,778-80.9% | $70,131-78.6% |
| Participation rate | 76.8% | 60.8%+16.0pp | 69.2%+7.6pp | 69.5%+7.2pp |
| Annual return | 19.88% | 21.07%-1.2pp | 35.62%-15.7pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,633 | $1,089+141.9% | $1,986+32.6% | $2,342+12.4% |
| Participant deferral / active EE | $2,852 | $2,210+29.0% | $2,958-3.6% | $3,332-14.4% |
| Admin fee / account holder | $410 | $3,709-88.9% | $5,134-92.0% | $4,645-91.2% |