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 | $13,578 | $71,050-80.9% | $93,606-85.5% | $80,856-83.2% |
| Participation rate | 78.9% | 60.4%+18.5pp | 68.7%+10.2pp | 67.6%+11.2pp |
| Annual return | 11.23% | 11.26%0pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,890 | $4,034-3.6% | $4,411-11.8% | $4,296-9.4% |
| Admin fee / account holder | $6,719 | $6,945-3.2% | $8,285-18.9% | $6,918-2.9% |