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 | $27,709 | $87,013-68.2% | $106,213-73.9% | $80,856-65.7% |
| Participation rate | 86.6% | 70.4%+16.2pp | 75.3%+11.3pp | 67.6%+19.0pp |
| Annual return | 13.36% | 17.05%-3.7pp | 116.14%-102.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $910 | $2,395-62.0% | $3,171-71.3% | $2,755-67.0% |
| Participant deferral / active EE | $2,567 | $3,986-35.6% | $5,016-48.8% | $4,296-40.2% |
| Admin fee / account holder | $5,502 | $8,431-34.7% | $11,033-50.1% | $6,918-20.5% |