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 | $18,375 | $58,828-68.8% | $77,999-76.4% | $62,891-70.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 5.70% | 17.16%-11.5pp | 425.96%-420.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $887 | $1,672-46.9% | $2,470-64.1% | $2,281-61.1% |
| Participant deferral / active EE | $1,215 | $2,686-54.8% | $3,497-65.3% | $3,203-62.1% |
| Admin fee / account holder | $1,734 | $4,393-60.5% | $5,480-68.4% | $4,296-59.6% |