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 | $13,361 | $72,012-81.4% | $185,823-92.8% | $79,858-83.3% |
| Participation rate | 93.3% | 65.8%+27.6pp | 78.0%+15.3pp | 69.6%+23.7pp |
| Annual return | 14.04% | 23.12%-9.1pp | 35.95%-21.9pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,174 | $1,965-40.3% | $4,087-71.3% | $2,471-52.5% |
| Participant deferral / active EE | $2,024 | $3,779-46.4% | $5,632-64.1% | $3,740-45.9% |
| Admin fee / account holder | $1,940 | $4,513-57.0% | $9,500-79.6% | $5,306-63.4% |