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 | $14,592 | $83,477-82.5% | $125,175-88.3% | $72,985-80.0% |
| Participation rate | 74.3% | 73.3%+1.0pp | 79.8%-5.5pp | 69.5%+4.8pp |
| Annual return | 22.34% | 25.78%-3.4pp | 43.79%-21.4pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,209 | $2,345-48.4% | $3,865-68.7% | $2,440-50.4% |
| Participant deferral / active EE | $3,151 | $3,585-12.1% | $4,937-36.2% | $3,607-12.6% |
| Admin fee / account holder | $1,699 | $5,517-69.2% | $9,702-82.5% | $5,124-66.8% |