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 | $17,014 | $171,164-90.1% | $127,761-86.7% | $152,861-88.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 17.16% | 23.54%-6.4pp | 26.14%-9.0pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,300 | $5,447-76.1% | $4,574-71.6% | $4,762-72.7% |
| Participant deferral / active EE | $2,852 | $7,038-59.5% | $6,021-52.6% | $5,850-51.2% |
| Admin fee / account holder | $460 | $14,530-96.8% | $9,395-95.1% | $11,596-96.0% |