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 8-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 | $18,316 | $74,927-75.6% | $101,794-82.0% | $84,808-78.4% |
| Participation rate | 78.9% | 61.4%+17.5pp | 69.2%+9.8pp | 68.3%+10.6pp |
| Annual return | 15.23% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $782 | $1,522-48.6% | $2,289-65.8% | $2,631-70.3% |
| Participant deferral / active EE | $2,294 | $3,099-26.0% | $4,084-43.8% | $4,212-45.5% |
| Admin fee / account holder | $4,400 | $6,514-32.5% | $8,777-49.9% | $7,344-40.1% |