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 | $29,466 | $95,803-69.2% | $113,168-74.0% | $84,808-65.3% |
| Participation rate | 79.5% | 72.9%+6.7pp | 76.6%+3.0pp | 68.3%+11.2pp |
| Annual return | 14.76% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,203 | $2,360-49.0% | $2,975-59.6% | $2,631-54.3% |
| Participant deferral / active EE | $3,651 | $4,242-13.9% | $5,107-28.5% | $4,212-13.3% |
| Admin fee / account holder | $3,051 | $8,989-66.1% | $12,068-74.7% | $7,344-58.4% |