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 | $24,391 | $79,944-69.5% | $98,439-75.2% | $75,163-67.5% |
| Participation rate | 83.3% | 70.4%+13.0pp | 75.2%+8.2pp | 67.2%+16.1pp |
| Annual return | 15.56% | 19.75%-4.2pp | 21.16%-5.6pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,392 | $2,264-38.5% | $3,048-54.3% | $2,670-47.9% |
| Participant deferral / active EE | $1,876 | $3,752-50.0% | $4,738-60.4% | $4,125-54.5% |
| Admin fee / account holder | $2,694 | $6,840-60.6% | $8,948-69.9% | $5,651-52.3% |