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 | $22,241 | $181,894-87.8% | $156,549-85.8% | $273,961-91.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 10.25% | 30.74%-20.5pp | 32.23%-22.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $3,501 | $6,248-44.0% | $5,501-36.4% | $4,869-28.1% |
| Participant deferral / active EE | $4,816 | $5,550-13.2% | $4,871-1.1% | $5,287-8.9% |
| Admin fee / account holder | $395 | $15,559-97.5% | $13,027-97.0% | $10,132-96.1% |