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 | $14,736 | $118,450-87.6% | $98,439-85.0% | $139,434-89.4% |
| Participation rate | 90.0% | 77.4%+12.6pp | 75.2%+14.8pp | 80.3%+9.7pp |
| Annual return | 15.73% | 18.94%-3.2pp | 21.16%-5.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,521 | $3,609-57.8% | $3,048-50.1% | $4,751-68.0% |
| Participant deferral / active EE | $3,699 | $5,392-31.4% | $4,738-21.9% | $6,710-44.9% |
| Admin fee / account holder | $5,691 | $14,026-59.4% | $8,948-36.4% | $11,403-50.1% |