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 | $13,906 | $135,952-89.8% | $123,892-88.8% | $273,961-94.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 51.62% | 56.63%-5.0pp | 47.52%+4.1pp | 41.45%+10.2pp |
| Employer contribution / active EE | $3,092 | $5,170-40.2% | $4,617-33.0% | $4,869-36.5% |
| Participant deferral / active EE | $6,925 | $6,343+9.2% | $5,984+15.7% | $5,287+31.0% |
| Admin fee / account holder | $1,490 | $9,817-84.8% | $8,357-82.2% | $10,132-85.3% |