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 | $7,087 | $99,341-92.9% | $84,750-91.6% | $273,961-97.4% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 15.45% | 22.93%-7.5pp | 22.78%-7.3pp | 41.45%-26.0pp |
| Employer contribution / active EE | $1,306 | $4,214-69.0% | $3,574-63.4% | $4,869-73.2% |
| Participant deferral / active EE | $2,600 | $4,269-39.1% | $3,712-29.9% | $5,287-50.8% |
| Admin fee / account holder | $576 | $6,644-91.3% | $5,332-89.2% | $10,132-94.3% |