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 9-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 | $26,192 | $80,968-67.7% | $96,544-72.9% | $75,163-65.2% |
| Participation rate | 75.8% | 71.8%+4.0pp | 76.0%-0.2pp | 67.2%+8.6pp |
| Annual return | 20.97% | 27.06%-6.1pp | 25.84%-4.9pp | 160.62%-139.6pp |
| Employer contribution / active EE | $2,626 | $2,282+15.1% | $2,965-11.4% | $2,670-1.6% |
| Participant deferral / active EE | $4,327 | $3,928+10.2% | $4,851-10.8% | $4,125+4.9% |
| Admin fee / account holder | $1,909 | $6,724-71.6% | $8,252-76.9% | $5,651-66.2% |