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 | $12,530 | $55,706-77.5% | $75,886-83.5% | $72,985-82.8% |
| Participation rate | 84.8% | 61.1%+23.7pp | 69.3%+15.6pp | 69.5%+15.4pp |
| Annual return | 22.97% | 27.59%-4.6pp | 30.76%-7.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,495 | $1,687-11.4% | $2,500-40.2% | $2,440-38.7% |
| Participant deferral / active EE | $1,715 | $2,634-34.9% | $3,603-52.4% | $3,607-52.4% |
| Admin fee / account holder | $648 | $3,978-83.7% | $5,418-88.0% | $5,124-87.3% |