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 | $13,788 | $72,492-81.0% | $87,100-84.2% | $72,985-81.1% |
| Participation rate | 84.8% | 72.8%+12.0pp | 76.9%+8.0pp | 69.5%+15.4pp |
| Annual return | 19.62% | 24.46%-4.8pp | 28.19%-8.6pp | 81.00%-61.4pp |
| Employer contribution / active EE | $871 | $1,894-54.0% | $2,521-65.5% | $2,440-64.3% |
| Participant deferral / active EE | $2,252 | $3,270-31.1% | $4,049-44.4% | $3,607-37.6% |
| Admin fee / account holder | $1,897 | $5,055-62.5% | $7,497-74.7% | $5,124-63.0% |