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 | $31,162 | $181,894-82.9% | $156,549-80.1% | $273,961-88.6% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | 7.05% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,727 | $6,248-72.4% | $5,501-68.6% | $4,869-64.5% |
| Participant deferral / active EE | $3,786 | $5,550-31.8% | $4,871-22.3% | $5,287-28.4% |
| Admin fee / account holder | $1,512 | $15,559-90.3% | $13,027-88.4% | $10,132-85.1% |