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 | $91,391 | $362,131-74.8% | $285,549-68.0% | $357,791-74.5% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 10.24% | 5.08%+5.2pp | 7.15%+3.1pp | 396.79%-386.5pp |
| Employer contribution / active EE | $3,813 | $5,952-35.9% | $5,022-24.1% | $7,508-49.2% |
| Participant deferral / active EE | $5,163 | $5,478-5.8% | $4,549+13.5% | $5,521-6.5% |
| Admin fee / account holder | $12,159 | $16,774-27.5% | $13,934-12.7% | $28,387-57.2% |