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 | $13,815 | $71,050-80.6% | $93,606-85.2% | $80,856-82.9% |
| Participation rate | 93.0% | 60.4%+32.6pp | 68.7%+24.3pp | 67.6%+25.4pp |
| Annual return | 14.79% | 11.26%+3.5pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $641 | $1,564-59.0% | $2,420-73.5% | $2,755-76.7% |
| Participant deferral / active EE | $3,521 | $4,034-12.7% | $4,411-20.2% | $4,296-18.0% |
| Admin fee / account holder | $4,766 | $6,945-31.4% | $8,285-42.5% | $6,918-31.1% |