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 | $26,695 | $181,894-85.3% | $156,549-82.9% | $273,961-90.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.68% | 30.74%-19.1pp | 32.23%-20.5pp | 41.45%-29.8pp |
| Employer contribution / active EE | $3,062 | $6,248-51.0% | $5,501-44.3% | $4,869-37.1% |
| Participant deferral / active EE | $8,305 | $5,550+49.6% | $4,871+70.5% | $5,287+57.1% |
| Admin fee / account holder | $334 | $15,559-97.9% | $13,027-97.4% | $10,132-96.7% |