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 | $15,884 | $87,013-81.7% | $106,213-85.0% | $80,856-80.4% |
| Participation rate | 92.6% | 70.4%+22.2pp | 75.3%+17.3pp | 67.6%+25.0pp |
| Annual return | 11.65% | 17.05%-5.4pp | 116.14%-104.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,111 | $2,395-53.6% | $3,171-65.0% | $2,755-59.7% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,021 | $8,431-87.9% | $11,033-90.7% | $6,918-85.2% |