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 | $8,019 | $72,012-88.9% | $185,823-95.7% | $79,858-90.0% |
| Participation rate | 96.6% | 65.8%+30.8pp | 78.0%+18.5pp | 69.6%+26.9pp |
| Annual return | 25.58% | 23.12%+2.5pp | 35.95%-10.4pp | 31.71%-6.1pp |
| Employer contribution / active EE | $1,346 | $1,965-31.5% | $4,087-67.1% | $2,471-45.5% |
| Participant deferral / active EE | $2,407 | $3,779-36.3% | $5,632-57.3% | $3,740-35.7% |
| Admin fee / account holder | $375 | $4,513-91.7% | $9,500-96.1% | $5,306-92.9% |