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 | $20,267 | $72,277-72.0% | $101,248-80.0% | $79,858-74.6% |
| Participation rate | 70.3% | 68.5%+1.8pp | 75.8%-5.5pp | 69.6%+0.6pp |
| Annual return | 16.48% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,382 | $2,692-48.6% | $3,660-62.2% | $2,471-44.1% |
| Participant deferral / active EE | $3,139 | $3,282-4.3% | $4,370-28.2% | $3,740-16.1% |
| Admin fee / account holder | $1,030 | $4,400-76.6% | $5,945-82.7% | $5,306-80.6% |