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 | $25,047 | $153,772-83.7% | $133,980-81.3% | $273,961-90.9% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 4.38% | 36.51%-32.1pp | 29.30%-24.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $4,197 | $6,029-30.4% | $5,211-19.5% | $4,869-13.8% |
| Participant deferral / active EE | $6,749 | $6,958-3.0% | $6,282+7.4% | $5,287+27.6% |
| Admin fee / account holder | $6,459 | $11,765-45.1% | $9,324-30.7% | $10,132-36.3% |