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 | $6,068 | $96,557-93.7% | $80,975-92.5% | $273,961-97.8% |
| Participation rate | 88.9% | 79.1%+9.8pp | 75.8%+13.1pp | 83.0%+5.9pp |
| Annual return | 14.47% | 15.14%-0.7pp | 17.10%-2.6pp | 41.45%-27.0pp |
| Employer contribution / active EE | $2,095 | $4,868-57.0% | $3,714-43.6% | $4,869-57.0% |
| Participant deferral / active EE | $2,577 | $6,598-60.9% | $5,696-54.8% | $5,287-51.3% |
| Admin fee / account holder | $467 | $7,492-93.8% | $5,516-91.5% | $10,132-95.4% |