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 | $18,146 | $103,376-82.4% | $87,100-79.2% | $152,861-88.1% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.9%+18.1pp | 82.4%+12.6pp |
| Annual return | 28.08% | 28.10%0pp | 28.19%-0.1pp | 345.32%-317.2pp |
| Employer contribution / active EE | $4,885 | $3,220+51.7% | $2,521+93.8% | $4,762+2.6% |
| Participant deferral / active EE | $4,172 | $4,778-12.7% | $4,049+3.0% | $5,850-28.7% |
| Admin fee / account holder | $667 | $12,205-94.5% | $7,497-91.1% | $11,596-94.2% |