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 | $19,777 | $81,460-75.7% | $103,333-80.9% | $80,856-75.5% |
| Participation rate | 75.6% | 66.8%+8.7pp | 74.5%+1.0pp | 67.6%+7.9pp |
| Annual return | 26.27% | 25.55%+0.7pp | 24.88%+1.4pp | 35.59%-9.3pp |
| Employer contribution / active EE | $1,294 | $3,105-58.3% | $3,868-66.5% | $2,755-53.0% |
| Participant deferral / active EE | $2,954 | $3,869-23.6% | $5,057-41.6% | $4,296-31.2% |
| Admin fee / account holder | $432 | $6,566-93.4% | $8,355-94.8% | $6,918-93.8% |