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 7-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 | $16,189 | $109,881-85.3% | $150,045-89.2% | $84,808-80.9% |
| Participation rate | 88.0% | 76.1%+11.9pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 21.75% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,524 | $3,561-57.2% | $4,693-67.5% | $2,631-42.1% |
| Participant deferral / active EE | $3,562 | $6,636-46.3% | $7,997-55.5% | $4,212-15.4% |
| Admin fee / account holder | $524 | $8,568-93.9% | $13,435-96.1% | $7,344-92.9% |