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 | $27,768 | $181,894-84.7% | $156,549-82.3% | $273,961-89.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.04% | 30.74%-27.7pp | 32.23%-29.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $7,309 | $6,248+17.0% | $5,501+32.9% | $4,869+50.1% |
| Participant deferral / active EE | $6,416 | $5,550+15.6% | $4,871+31.7% | $5,287+21.4% |
| Admin fee / account holder | $6,854 | $15,559-55.9% | $13,027-47.4% | $10,132-32.3% |