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 | $19,744 | $62,127-68.2% | $81,382-75.7% | $74,495-73.5% |
| Participation rate | 89.1% | 64.0%+25.1pp | 69.5%+19.6pp | 67.2%+21.9pp |
| Annual return | 13.05% | 16.48%-3.4pp | 24.73%-11.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $936 | $1,882-50.3% | $2,463-62.0% | $2,623-64.3% |
| Participant deferral / active EE | $2,005 | $3,229-37.9% | $3,883-48.4% | $4,346-53.9% |
| Admin fee / account holder | $1,706 | $1,934-11.8% | $5,768-70.4% | $1,942-12.1% |