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 | $27,995 | $109,413-74.4% | $156,263-82.1% | $84,808-67.0% |
| Participation rate | 88.9% | 72.7%+16.2pp | 78.9%+10.0pp | 68.3%+20.6pp |
| Annual return | 13.44% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,594 | $2,907-10.8% | $4,333-40.1% | $2,631-1.4% |
| Participant deferral / active EE | $3,424 | $4,590-25.4% | $6,158-44.4% | $4,212-18.7% |
| Admin fee / account holder | $6,024 | $9,357-35.6% | $14,255-57.7% | $7,344-18.0% |