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 | $32,780 | $123,793-73.5% | $177,821-81.6% | $79,858-59.0% |
| Participation rate | 75.8% | 84.7%-8.9pp | 87.7%-12.0pp | 69.6%+6.1pp |
| Annual return | 25.74% | 22.82%+2.9pp | 48.32%-22.6pp | 31.71%-6.0pp |
| Employer contribution / active EE | $1,689 | $4,095-58.8% | $5,918-71.5% | $2,471-31.6% |
| Participant deferral / active EE | $4,006 | $5,956-32.7% | $7,714-48.1% | $3,740+7.1% |
| Admin fee / account holder | $863 | $7,243-88.1% | $12,427-93.1% | $5,306-83.7% |