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 6-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 | $15,823 | $74,927-78.9% | $101,794-84.5% | $84,808-81.3% |
| Participation rate | 97.7% | 61.4%+36.3pp | 69.2%+28.5pp | 68.3%+29.4pp |
| Annual return | 15.67% | 18.70%-3.0pp | 30.53%-14.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $627 | $1,522-58.8% | $2,289-72.6% | $2,631-76.2% |
| Participant deferral / active EE | $3,494 | $3,099+12.8% | $4,084-14.4% | $4,212-17.0% |
| Admin fee / account holder | $2,235 | $6,514-65.7% | $8,777-74.5% | $7,344-69.6% |