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 | $19,426 | $76,552-74.6% | $123,892-84.3% | $62,891-69.1% |
| Participation rate | 98.3% | 73.0%+25.4pp | 81.4%+16.9pp | 69.3%+29.0pp |
| Annual return | 16.87% | 18.68%-1.8pp | 47.52%-30.7pp | 20.14%-3.3pp |
| Employer contribution / active EE | $1,203 | $2,883-58.3% | $4,617-73.9% | $2,281-47.3% |
| Participant deferral / active EE | $2,349 | $4,840-51.5% | $5,984-60.7% | $3,203-26.7% |
| Admin fee / account holder | $3,161 | $4,826-34.5% | $8,357-62.2% | $4,296-26.4% |