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 | $26,174 | $140,588-81.4% | $123,104-78.7% | $125,391-79.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 16.29% | 16.80%-0.5pp | 13.22%+3.1pp | 282.22%-265.9pp |
| Employer contribution / active EE | $3,592 | $6,041-40.5% | $5,151-30.3% | $4,866-26.2% |
| Participant deferral / active EE | $7,465 | $6,980+6.9% | $6,230+19.8% | $5,352+39.5% |
| Admin fee / account holder | $4,621 | $11,198-58.7% | $9,015-48.7% | $9,540-51.6% |