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 | $19,527 | $67,606-71.1% | $82,313-76.3% | $70,131-72.2% |
| Participation rate | 72.4% | 72.8%-0.4pp | 76.9%-4.5pp | 69.5%+2.9pp |
| Annual return | 18.99% | 21.57%-2.6pp | 25.88%-6.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,891 | $1,755+7.7% | $2,428-22.1% | $2,342-19.3% |
| Participant deferral / active EE | $2,862 | $2,987-4.2% | $3,706-22.8% | $3,332-14.1% |
| Admin fee / account holder | $1,169 | $4,512-74.1% | $5,608-79.2% | $4,645-74.8% |