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 | $17,944 | $102,605-82.5% | $145,661-87.7% | $84,808-78.8% |
| Participation rate | 93.9% | 74.3%+19.6pp | 77.2%+16.7pp | 68.3%+25.6pp |
| Annual return | 20.90% | 26.50%-5.6pp | 101.46%-80.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,470 | $3,325-55.8% | $4,238-65.3% | $2,631-44.1% |
| Participant deferral / active EE | $2,701 | $5,750-53.0% | $7,198-62.5% | $4,212-35.9% |
| Admin fee / account holder | $606 | $8,758-93.1% | $12,466-95.1% | $7,344-91.7% |