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 | $11,316 | $153,772-92.6% | $133,980-91.6% | $273,961-95.9% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 16.37% | 36.51%-20.1pp | 29.30%-12.9pp | 41.45%-25.1pp |
| Employer contribution / active EE | $3,057 | $6,029-49.3% | $5,211-41.3% | $4,869-37.2% |
| Participant deferral / active EE | $4,569 | $6,958-34.3% | $6,282-27.3% | $5,287-13.6% |
| Admin fee / account holder | $1,457 | $11,765-87.6% | $9,324-84.4% | $10,132-85.6% |