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 | $23,196 | $67,606-65.7% | $82,313-71.8% | $70,131-66.9% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 17.29% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,087 | $1,755+18.9% | $2,428-14.1% | $2,342-10.9% |
| Participant deferral / active EE | $3,745 | $2,987+25.4% | $3,706+1.1% | $3,332+12.4% |
| Admin fee / account holder | $1,346 | $4,512-70.2% | $5,608-76.0% | $4,645-71.0% |