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 | $42,480 | $148,978-71.5% | $200,582-78.8% | $84,808-49.9% |
| Participation rate | 83.0% | 84.2%-1.2pp | 86.9%-3.9pp | 68.3%+14.7pp |
| Annual return | 26.38% | 28.16%-1.8pp | 42.33%-16.0pp | 40.90%-14.5pp |
| Employer contribution / active EE | $2,247 | $4,815-53.3% | $6,419-65.0% | $2,631-14.6% |
| Participant deferral / active EE | $5,988 | $7,142-16.2% | $9,331-35.8% | $4,212+42.2% |
| Admin fee / account holder | $2,682 | $13,977-80.8% | $16,305-83.6% | $7,344-63.5% |