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 | $9,245 | $58,512-84.2% | $84,015-89.0% | $72,985-87.3% |
| Participation rate | 96.0% | 61.2%+34.8pp | 69.0%+27.0pp | 69.5%+26.5pp |
| Annual return | 23.72% | 28.93%-5.2pp | 71.31%-47.6pp | 81.00%-57.3pp |
| Employer contribution / active EE | $986 | $1,163-15.2% | $1,983-50.3% | $2,440-59.6% |
| Participant deferral / active EE | $1,520 | $2,394-36.5% | $3,239-53.1% | $3,607-57.9% |
| Admin fee / account holder | $4,438 | $4,569-2.9% | $6,101-27.3% | $5,124-13.4% |