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 | $25,684 | $71,516-64.1% | $98,439-73.9% | $71,457-64.1% |
| Participation rate | 82.4% | 72.7%+9.7pp | 75.2%+7.2pp | 67.9%+14.4pp |
| Annual return | 16.90% | 32.41%-15.5pp | 21.16%-4.3pp | 28.85%-11.9pp |
| Employer contribution / active EE | $847 | $2,399-64.7% | $3,048-72.2% | $2,588-67.3% |
| Participant deferral / active EE | $2,416 | $4,109-41.2% | $4,738-49.0% | $4,289-43.7% |
| Admin fee / account holder | $3,985 | $1,675+138.0% | $8,948-55.5% | $1,587+151.1% |