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 | $38,401 | $96,484-60.2% | $156,263-75.4% | $74,304-48.3% |
| Participation rate | 80.2% | 67.7%+12.5pp | 78.9%+1.3pp | 60.3%+19.8pp |
| Annual return | 17.24% | 17.73%-0.5pp | 59.47%-42.2pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,600 | $2,528-36.7% | $4,333-63.1% | $2,241-28.6% |
| Participant deferral / active EE | $2,471 | $4,286-42.4% | $6,158-59.9% | $3,767-34.4% |
| Admin fee / account holder | $2,667 | $3,728-28.5% | $14,255-81.3% | $2,969-10.2% |