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 | $33,280 | $125,758-73.5% | $169,993-80.4% | $75,163-55.7% |
| Participation rate | 90.5% | 83.6%+6.9pp | 87.0%+3.5pp | 67.2%+23.3pp |
| Annual return | 21.48% | 27.20%-5.7pp | 53.37%-31.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,142 | $4,615-53.6% | $6,785-68.4% | $2,670-19.8% |
| Participant deferral / active EE | $4,780 | $6,837-30.1% | $10,408-54.1% | $4,125+15.9% |
| Admin fee / account holder | $843 | $8,173-89.7% | $12,815-93.4% | $5,651-85.1% |