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 | $16,503 | $65,365-74.8% | $92,893-82.2% | $72,985-77.4% |
| Participation rate | 85.7% | 68.3%+17.4pp | 76.0%+9.7pp | 69.5%+16.2pp |
| Annual return | 28.31% | 42.10%-13.8pp | 109.41%-81.1pp | 81.00%-52.7pp |
| Employer contribution / active EE | $1,386 | $2,594-46.6% | $3,653-62.1% | $2,440-43.2% |
| Participant deferral / active EE | $4,763 | $3,128+52.2% | $4,236+12.4% | $3,607+32.0% |
| Admin fee / account holder | $2,462 | $4,251-42.1% | $5,794-57.5% | $5,124-52.0% |