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 | $29,292 | $148,978-80.3% | $200,582-85.4% | $84,808-65.5% |
| Participation rate | 97.4% | 84.2%+13.1pp | 86.9%+10.5pp | 68.3%+29.1pp |
| Annual return | 18.89% | 28.16%-9.3pp | 42.33%-23.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,015 | $4,815-58.2% | $6,419-68.6% | $2,631-23.4% |
| Participant deferral / active EE | $4,088 | $7,142-42.8% | $9,331-56.2% | $4,212-2.9% |
| Admin fee / account holder | $12,037 | $13,977-13.9% | $16,305-26.2% | $7,344+63.9% |