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 | $21,597 | $58,828-63.3% | $77,999-72.3% | $62,891-65.7% |
| Participation rate | 78.9% | 71.1%+7.9pp | 75.5%+3.4pp | 69.3%+9.6pp |
| Annual return | 9.10% | 17.16%-8.1pp | 425.96%-416.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,149 | $1,672-31.2% | $2,470-53.5% | $2,281-49.6% |
| Participant deferral / active EE | $2,604 | $2,686-3.0% | $3,497-25.5% | $3,203-18.7% |
| Admin fee / account holder | $3,408 | $4,393-22.4% | $5,480-37.8% | $4,296-20.7% |