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 | $12,083 | $76,367-84.2% | $93,606-87.1% | $72,985-83.4% |
| Participation rate | 83.3% | 71.7%+11.6pp | 75.8%+7.5pp | 69.5%+13.8pp |
| Annual return | 22.60% | 25.82%-3.2pp | 32.76%-10.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,494 | $2,275-34.4% | $2,718-45.1% | $2,440-38.8% |
| Participant deferral / active EE | $2,966 | $3,538-16.2% | $4,069-27.1% | $3,607-17.8% |
| Admin fee / account holder | $547 | $6,838-92.0% | $7,888-93.1% | $5,124-89.3% |