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 | $21,320 | $85,766-75.1% | $136,294-84.4% | $70,131-69.6% |
| Participation rate | 98.6% | 74.2%+24.4pp | 81.9%+16.7pp | 69.5%+29.0pp |
| Annual return | 18.83% | 31.45%-12.6pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,020 | $2,966-65.6% | $4,695-78.3% | $2,342-56.5% |
| Participant deferral / active EE | $2,199 | $5,051-56.5% | $6,247-64.8% | $3,332-34.0% |
| Admin fee / account holder | $1,947 | $5,420-64.1% | $9,243-78.9% | $4,645-58.1% |