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 | $15,363 | $64,121-76.0% | $78,805-80.5% | $116,875-86.9% |
| Participation rate | 93.5% | 71.0%+22.6pp | 73.6%+20.0pp | 74.5%+19.0pp |
| Annual return | 25.64% | 16.32%+9.3pp | -2.71%+28.4pp | 16.29%+9.4pp |
| Employer contribution / active EE | $2,067 | $2,257-8.4% | $4,059-49.1% | $3,288-37.1% |
| Participant deferral / active EE | $4,580 | $2,757+66.1% | $3,584+27.8% | $3,885+17.9% |
| Admin fee / account holder | $4,849 | $5,745-15.6% | $5,677-14.6% | $12,263-60.5% |