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 | $36,186 | $96,484-62.5% | $156,263-76.8% | $74,304-51.3% |
| Participation rate | 85.4% | 67.7%+17.7pp | 78.9%+6.5pp | 60.3%+25.0pp |
| Annual return | 24.59% | 17.73%+6.9pp | 59.47%-34.9pp | 29.43%-4.8pp |
| Employer contribution / active EE | $2,820 | $2,528+11.5% | $4,333-34.9% | $2,241+25.8% |
| Participant deferral / active EE | $5,150 | $4,286+20.1% | $6,158-16.4% | $3,767+36.7% |
| Admin fee / account holder | $6,977 | $3,728+87.2% | $14,255-51.1% | $2,969+135.0% |