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 | $19,985 | $135,952-85.3% | $123,892-83.9% | $273,961-92.7% |
| Participation rate | 90.5% | 84.1%+6.4pp | 81.4%+9.1pp | 83.0%+7.5pp |
| Annual return | 10.08% | 56.63%-46.5pp | 47.52%-37.4pp | 41.45%-31.4pp |
| Employer contribution / active EE | $3,256 | $5,170-37.0% | $4,617-29.5% | $4,869-33.1% |
| Participant deferral / active EE | $4,696 | $6,343-26.0% | $5,984-21.5% | $5,287-11.2% |
| Admin fee / account holder | $3,132 | $9,817-68.1% | $8,357-62.5% | $10,132-69.1% |