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 | $61,791 | $113,315-45.5% | $97,450-36.6% | $286,844-78.5% |
| Participation rate | 100.0% | 50.9%+49.1pp | 41.9%+58.1pp | 37.6%+62.4pp |
| Annual return | 11.71% | 7.90%+3.8pp | 10.56%+1.2pp | 9.30%+2.4pp |
| Employer contribution / active EE | $3,998 | $35,629-88.8% | $28,542-86.0% | $43,742-90.9% |
| Participant deferral / active EE | $167 | $332-49.7% | $484-65.6% | $83+101.5% |
| Admin fee / account holder | $1,148 | $1,309-12.3% | $1,464-21.6% | $12,596-90.9% |