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 | $15,222 | $87,013-82.5% | $106,213-85.7% | $80,856-81.2% |
| Participation rate | 93.5% | 70.4%+23.1pp | 75.3%+18.3pp | 67.6%+25.9pp |
| Annual return | 22.13% | 17.05%+5.1pp | 116.14%-94.0pp | 35.59%-13.5pp |
| Employer contribution / active EE | $1,702 | $2,395-28.9% | $3,171-46.3% | $2,755-38.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $502 | $8,431-94.0% | $11,033-95.4% | $6,918-92.7% |