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 | $15,372 | $72,012-78.7% | $185,823-91.7% | $79,858-80.8% |
| Participation rate | 97.6% | 65.8%+31.8pp | 78.0%+19.5pp | 69.6%+27.9pp |
| Annual return | 12.38% | 23.12%-10.7pp | 35.95%-23.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $746 | $1,965-62.0% | $4,087-81.8% | $2,471-69.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $5,632-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,528 | $4,513-66.1% | $9,500-83.9% | $5,306-71.2% |