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 | $36,543 | $109,359-66.6% | $162,163-77.5% | $72,985-49.9% |
| Participation rate | 94.3% | 84.3%+10.0pp | 87.6%+6.7pp | 69.5%+24.8pp |
| Annual return | 24.99% | 25.46%-0.5pp | 115.59%-90.6pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,640 | $3,907-32.4% | $5,614-53.0% | $2,440+8.2% |
| Participant deferral / active EE | $2,863 | $5,481-47.8% | $7,298-60.8% | $3,607-20.6% |
| Admin fee / account holder | $2,233 | $7,972-72.0% | $10,843-79.4% | $5,124-56.4% |