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 6-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 | $11,295 | $74,927-84.9% | $101,794-88.9% | $84,808-86.7% |
| Participation rate | 88.6% | 61.4%+27.2pp | 69.2%+19.5pp | 68.3%+20.3pp |
| Annual return | 18.67% | 18.70%0pp | 30.53%-11.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,295 | $1,522+50.8% | $2,289+0.3% | $2,631-12.8% |
| Participant deferral / active EE | $3,824 | $3,099+23.4% | $4,084-6.4% | $4,212-9.2% |
| Admin fee / account holder | $2,555 | $6,514-60.8% | $8,777-70.9% | $7,344-65.2% |