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 | $16,533 | $46,869-64.7% | $122,332-86.5% | $70,131-76.4% |
| Participation rate | 85.5% | 58.2%+27.3pp | 71.6%+13.9pp | 69.5%+16.0pp |
| Annual return | 17.65% | 24.22%-6.6pp | 30.27%-12.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $518 | $1,288-59.8% | $4,050-87.2% | $2,342-77.9% |
| Participant deferral / active EE | $1,683 | $2,166-22.3% | $3,287-48.8% | $3,332-49.5% |
| Admin fee / account holder | $2,178 | $3,322-34.5% | $5,478-60.2% | $4,645-53.1% |