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 | $38,476 | $116,875-67.1% | $331,881-88.4% | $116,875-67.1% |
| Participation rate | 98.8% | 74.5%+24.3pp | 79.6%+19.2pp | 74.5%+24.3pp |
| Annual return | 18.13% | 16.29%+1.8pp | -0.91%+19.0pp | 16.29%+1.8pp |
| Employer contribution / active EE | $5,581 | $3,288+69.7% | $7,480-25.4% | $3,288+69.7% |
| Participant deferral / active EE | $4,386 | $3,885+12.9% | $4,619-5.0% | $3,885+12.9% |
| Admin fee / account holder | $5,735 | $12,263-53.2% | $26,542-78.4% | $12,263-53.2% |