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 | $14,852 | $127,065-88.3% | $113,168-86.9% | $142,382-89.6% |
| Participation rate | 76.5% | 79.2%-2.7pp | 76.6%-0.1pp | 80.1%-3.6pp |
| Annual return | 17.02% | 24.03%-7.0pp | 24.27%-7.2pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,257 | $3,442-63.5% | $2,975-57.8% | $4,299-70.8% |
| Participant deferral / active EE | $1,967 | $5,716-65.6% | $5,107-61.5% | $6,507-69.8% |
| Admin fee / account holder | $615 | $15,736-96.1% | $12,068-94.9% | $12,624-95.1% |