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 | $40,358 | $106,355-62.1% | $237,244-83.0% | $116,875-65.5% |
| Participation rate | 82.0% | 71.9%+10.1pp | 80.3%+1.7pp | 74.5%+7.4pp |
| Annual return | 15.51% | 17.03%-1.5pp | 4131.29%-4115.8pp | 16.29%-0.8pp |
| Employer contribution / active EE | $499 | $1,595-68.7% | $4,351-88.5% | $3,288-84.8% |
| Participant deferral / active EE | $2,164 | $3,396-36.3% | $4,056-46.6% | $3,885-44.3% |
| Admin fee / account holder | $3,997 | $11,423-65.0% | $18,030-77.8% | $12,263-67.4% |