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 | $7,812 | $90,503-91.4% | $78,689-90.1% | $273,961-97.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 5.81% | 75.60%-69.8pp | 62.18%-56.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,556 | $3,176-19.5% | $2,851-10.3% | $4,869-47.5% |
| Participant deferral / active EE | $5,955 | $3,901+52.6% | $3,517+69.3% | $5,287+12.6% |
| Admin fee / account holder | $96,946 | $5,263+1742.0% | $4,510+2049.4% | $10,132+856.8% |