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 | $23,178 | $109,413-78.8% | $156,263-85.2% | $84,808-72.7% |
| Participation rate | 89.7% | 72.7%+17.0pp | 78.9%+10.7pp | 68.3%+21.3pp |
| Annual return | 16.35% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,435 | $2,907-50.6% | $4,333-66.9% | $2,631-45.5% |
| Participant deferral / active EE | $3,082 | $4,590-32.9% | $6,158-50.0% | $4,212-26.8% |
| Admin fee / account holder | $3,405 | $9,357-63.6% | $14,255-76.1% | $7,344-53.6% |