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 | $26,072 | $83,477-68.8% | $125,175-79.2% | $72,985-64.3% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.5%+0.5pp |
| Annual return | 24.88% | 25.78%-0.9pp | 43.79%-18.9pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,542 | $2,345-34.3% | $3,865-60.1% | $2,440-36.8% |
| Participant deferral / active EE | $3,062 | $3,585-14.6% | $4,937-38.0% | $3,607-15.1% |
| Admin fee / account holder | $517 | $5,517-90.6% | $9,702-94.7% | $5,124-89.9% |