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 5-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 | $12,798 | $68,719-81.4% | $91,541-86.0% | $84,808-84.9% |
| Participation rate | 83.1% | 64.5%+18.6pp | 69.8%+13.3pp | 68.3%+14.8pp |
| Annual return | 18.62% | 19.12%-0.5pp | 20.50%-1.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,460 | $1,920-24.0% | $2,505-41.7% | $2,631-44.5% |
| Participant deferral / active EE | $1,828 | $3,136-41.7% | $4,008-54.4% | $4,212-56.6% |
| Admin fee / account holder | $891 | $5,786-84.6% | $6,956-87.2% | $7,344-87.9% |