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 | $40,723 | $138,347-70.6% | $184,203-77.9% | $80,856-49.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.76% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,733 | $4,850-43.6% | $6,427-57.5% | $2,755-0.8% |
| Participant deferral / active EE | $5,120 | $7,071-27.6% | $9,131-43.9% | $4,296+19.2% |
| Admin fee / account holder | $4,592 | $10,483-56.2% | $13,901-67.0% | $6,918-33.6% |