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 | $28,927 | $86,929-66.7% | $102,423-71.8% | $80,856-64.2% |
| Participation rate | 84.1% | 72.4%+11.7pp | 76.5%+7.6pp | 67.6%+16.5pp |
| Annual return | 10.45% | 18.88%-8.4pp | 29.32%-18.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,446 | $2,369-39.0% | $3,023-52.2% | $2,755-47.5% |
| Participant deferral / active EE | $2,949 | $4,118-28.4% | $5,053-41.6% | $4,296-31.3% |
| Admin fee / account holder | $25,003 | $8,049+210.6% | $9,451+164.6% | $6,918+261.4% |