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 | $20,633 | $72,492-71.5% | $87,100-76.3% | $72,985-71.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.48% | 24.46%-2.0pp | 28.19%-5.7pp | 81.00%-58.5pp |
| Employer contribution / active EE | $4,377 | $1,894+131.1% | $2,521+73.6% | $2,440+79.4% |
| Participant deferral / active EE | $3,416 | $3,270+4.5% | $4,049-15.6% | $3,607-5.3% |
| Admin fee / account holder | $2,460 | $5,055-51.3% | $7,497-67.2% | $5,124-52.0% |