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 | $23,377 | $83,477-72.0% | $125,175-81.3% | $72,985-68.0% |
| Participation rate | 91.1% | 73.3%+17.8pp | 79.8%+11.3pp | 69.5%+21.6pp |
| Annual return | 21.18% | 25.78%-4.6pp | 43.79%-22.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,775 | $2,345-24.3% | $3,865-54.1% | $2,440-27.2% |
| Participant deferral / active EE | $3,265 | $3,585-8.9% | $4,937-33.9% | $3,607-9.5% |
| Admin fee / account holder | $3,136 | $5,517-43.2% | $9,702-67.7% | $5,124-38.8% |