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 8-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 | $27,202 | $86,929-68.7% | $102,423-73.4% | $80,856-66.4% |
| Participation rate | 84.0% | 72.4%+11.6pp | 76.5%+7.5pp | 67.6%+16.4pp |
| Annual return | 11.67% | 18.88%-7.2pp | 29.32%-17.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,686 | $2,369-28.9% | $3,023-44.2% | $2,755-38.8% |
| Participant deferral / active EE | $3,120 | $4,118-24.2% | $5,053-38.3% | $4,296-27.4% |
| Admin fee / account holder | $1,943 | $8,049-75.9% | $9,451-79.4% | $6,918-71.9% |