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 5-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 | $16,433 | $163,264-89.9% | $155,509-89.4% | - |
| Participation rate | 83.8% | 62.7%+21.1pp | 78.2%+5.7pp | - |
| Annual return | 14.02% | 19.38%-5.4pp | 64.67%-50.6pp | - |
| Employer contribution / active EE | $1,244 | $2,490-50.0% | $4,672-73.4% | - |
| Participant deferral / active EE | $2,180 | $2,914-25.2% | $5,626-61.3% | - |
| Admin fee / account holder | $647 | $96,217-99.3% | $15,912-95.9% | - |