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 | $17,645 | $131,893-86.6% | $303,047-94.2% | $116,875-84.9% |
| Participation rate | 95.3% | 79.5%+15.9pp | 87.1%+8.3pp | 74.5%+20.8pp |
| Annual return | 29.41% | 15.41%+14.0pp | 2.47%+26.9pp | 16.29%+13.1pp |
| Employer contribution / active EE | $1,047 | $3,467-69.8% | $7,418-85.9% | $3,288-68.2% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $5,070-100.0% | $3,885-100.0% |
| Admin fee / account holder | $671 | $14,721-95.4% | $39,333-98.3% | $12,263-94.5% |