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 | $22,916 | $109,881-79.1% | $150,045-84.7% | $84,808-73.0% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 14.89% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,424 | $3,561-3.9% | $4,693-27.0% | $2,631+30.1% |
| Participant deferral / active EE | $8,537 | $6,636+28.6% | $7,997+6.7% | $4,212+102.7% |
| Admin fee / account holder | $6,273 | $8,568-26.8% | $13,435-53.3% | $7,344-14.6% |