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 | $10,542 | $43,723-75.9% | $121,196-91.3% | $64,186-83.6% |
| Participation rate | 90.0% | 58.3%+31.7pp | 71.7%+18.3pp | 69.6%+20.4pp |
| Annual return | 9.26% | 68.91%-59.7pp | 16.93%-7.7pp | 7.63%+1.6pp |
| Employer contribution / active EE | $1,188 | $1,296-8.4% | $4,022-70.5% | $2,381-50.1% |
| Participant deferral / active EE | $943 | $2,280-58.6% | $3,344-71.8% | $3,470-72.8% |
| Admin fee / account holder | $312 | $3,501-91.1% | $5,019-93.8% | $4,888-93.6% |