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 | $27,227 | $87,013-68.7% | $106,213-74.4% | $80,856-66.3% |
| Participation rate | 86.7% | 70.4%+16.2pp | 75.3%+11.4pp | 67.6%+19.0pp |
| Annual return | 20.83% | 17.05%+3.8pp | 116.14%-95.3pp | 35.59%-14.8pp |
| Employer contribution / active EE | $1,538 | $2,395-35.8% | $3,171-51.5% | $2,755-44.2% |
| Participant deferral / active EE | $2,747 | $3,986-31.1% | $5,016-45.2% | $4,296-36.1% |
| Admin fee / account holder | $812 | $8,431-90.4% | $11,033-92.6% | $6,918-88.3% |