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 | $7,590 | $72,492-89.5% | $87,100-91.3% | $72,985-89.6% |
| Participation rate | 78.1% | 72.8%+5.3pp | 76.9%+1.3pp | 69.5%+8.6pp |
| Annual return | 23.31% | 24.46%-1.1pp | 28.19%-4.9pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,310 | $1,894-30.8% | $2,521-48.0% | $2,440-46.3% |
| Participant deferral / active EE | $2,215 | $3,270-32.2% | $4,049-45.3% | $3,607-38.6% |
| Admin fee / account holder | $1,599 | $5,055-68.4% | $7,497-78.7% | $5,124-68.8% |