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 | $21,863 | $98,750-77.9% | $149,696-85.4% | $79,858-72.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 26.88% | 27.43%-0.5pp | 276.60%-249.7pp | 31.71%-4.8pp |
| Employer contribution / active EE | $2,885 | $3,216-10.3% | $4,644-37.9% | $2,471+16.8% |
| Participant deferral / active EE | $6,280 | $5,680+10.6% | $6,842-8.2% | $3,740+67.9% |
| Admin fee / account holder | $2,294 | $6,053-62.1% | $9,309-75.4% | $5,306-56.8% |