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 | $15,983 | $77,813-79.5% | $123,544-87.1% | $64,186-75.1% |
| Participation rate | 88.5% | 74.7%+13.8pp | 82.3%+6.2pp | 69.6%+18.9pp |
| Annual return | 4.82% | 12.48%-7.7pp | 119.20%-114.4pp | 7.63%-2.8pp |
| Employer contribution / active EE | $3,478 | $3,014+15.4% | $4,628-24.8% | $2,381+46.1% |
| Participant deferral / active EE | $6,213 | $5,240+18.6% | $6,426-3.3% | $3,470+79.1% |
| Admin fee / account holder | $7,305 | $5,519+32.4% | $9,284-21.3% | $4,888+49.4% |