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 | $21,192 | $85,766-75.3% | $136,294-84.5% | $70,131-69.8% |
| Participation rate | 70.0% | 74.2%-4.2pp | 81.9%-11.9pp | 69.5%+0.5pp |
| Annual return | 16.00% | 31.45%-15.5pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,942 | $2,966-34.5% | $4,695-58.6% | $2,342-17.1% |
| Participant deferral / active EE | $3,584 | $5,051-29.1% | $6,247-42.6% | $3,332+7.6% |
| Admin fee / account holder | $3,741 | $5,420-31.0% | $9,243-59.5% | $4,645-19.5% |