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 | $25,188 | $86,929-71.0% | $102,423-75.4% | $80,856-68.8% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.6%+15.1pp |
| Annual return | 12.89% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,703 | $2,369-28.1% | $3,023-43.7% | $2,755-38.2% |
| Participant deferral / active EE | $2,655 | $4,118-35.5% | $5,053-47.5% | $4,296-38.2% |
| Admin fee / account holder | $4,612 | $8,049-42.7% | $9,451-51.2% | $6,918-33.3% |