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 | $18,541 | $228,332-91.9% | $185,823-90.0% | $158,922-88.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.27% | 40.80%-32.5pp | 35.95%-27.7pp | 302.83%-294.6pp |
| Employer contribution / active EE | $1,697 | $4,967-65.8% | $4,087-58.5% | $4,761-64.4% |
| Participant deferral / active EE | $2,076 | $6,415-67.6% | $5,632-63.1% | $5,982-65.3% |
| Admin fee / account holder | $7,690 | $11,864-35.2% | $9,500-19.1% | $11,246-31.6% |