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 | $56,339 | $333,627-83.1% | $205,371-72.6% | $417,905-86.5% |
| Participation rate | 100.0% | 49.0%+51.0pp | 53.4%+46.6pp | 39.2%+60.8pp |
| Annual return | 12.75% | 5.45%+7.3pp | 6.25%+6.5pp | 13.91%-1.2pp |
| Employer contribution / active EE | $5,499 | $34,450-84.0% | $26,962-79.6% | $35,282-84.4% |
| Participant deferral / active EE | $3,586 | $190+1789.7% | $517+594.0% | $94+3708.0% |
| Admin fee / account holder | $5,021 | $19,108-73.7% | $13,227-62.0% | $41,846-88.0% |