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 | $26,383 | $153,772-82.8% | $133,980-80.3% | $273,961-90.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 10.32% | 36.51%-26.2pp | 29.30%-19.0pp | 41.45%-31.1pp |
| Employer contribution / active EE | $3,982 | $6,029-34.0% | $5,211-23.6% | $4,869-18.2% |
| Participant deferral / active EE | $3,557 | $6,958-48.9% | $6,282-43.4% | $5,287-32.7% |
| Admin fee / account holder | $4,033 | $11,765-65.7% | $9,324-56.7% | $10,132-60.2% |