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 | $17,530 | $65,365-73.2% | $92,893-81.1% | $72,985-76.0% |
| Participation rate | 79.6% | 68.3%+11.3pp | 76.0%+3.6pp | 69.5%+10.1pp |
| Annual return | 22.83% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,375 | $2,594-47.0% | $3,653-62.3% | $2,440-43.6% |
| Participant deferral / active EE | $2,628 | $3,128-16.0% | $4,236-38.0% | $3,607-27.1% |
| Admin fee / account holder | $2,659 | $4,251-37.5% | $5,794-54.1% | $5,124-48.1% |