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 | $13,400 | $77,813-82.8% | $123,544-89.2% | $64,186-79.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 16.77% | 12.48%+4.3pp | 119.20%-102.4pp | 7.63%+9.1pp |
| Employer contribution / active EE | $1,694 | $3,014-43.8% | $4,628-63.4% | $2,381-28.8% |
| Participant deferral / active EE | $5,291 | $5,240+1.0% | $6,426-17.7% | $3,470+52.5% |
| Admin fee / account holder | $2,558 | $5,519-53.6% | $9,284-72.4% | $4,888-47.7% |