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 | $3,199 | $57,016-94.4% | $84,966-96.2% | $80,856-96.0% |
| Participation rate | 79.4% | 56.3%+23.1pp | 67.5%+11.9pp | 67.6%+11.8pp |
| Annual return | 11.74% | 21.66%-9.9pp | 66.38%-54.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $842 | $3,110-72.9% | $4,519-81.4% | $4,296-80.4% |
| Admin fee / account holder | $595 | $4,980-88.0% | $6,149-90.3% | $6,918-91.4% |