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 | $23,843 | $95,803-75.1% | $113,168-78.9% | $84,808-71.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.04% | 25.00%-12.0pp | 24.27%-11.2pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,698 | $2,360-28.1% | $2,975-42.9% | $2,631-35.5% |
| Participant deferral / active EE | $2,124 | $4,242-49.9% | $5,107-58.4% | $4,212-49.6% |
| Admin fee / account holder | $3,703 | $8,989-58.8% | $12,068-69.3% | $7,344-49.6% |