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 | $41,548 | $148,978-72.1% | $200,582-79.3% | $84,808-51.0% |
| Participation rate | 74.6% | 84.2%-9.6pp | 86.9%-12.3pp | 68.3%+6.3pp |
| Annual return | 14.72% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,532 | $4,815-47.4% | $6,419-60.5% | $2,631-3.7% |
| Participant deferral / active EE | $4,227 | $7,142-40.8% | $9,331-54.7% | $4,212+0.4% |
| Admin fee / account holder | $8,092 | $13,977-42.1% | $16,305-50.4% | $7,344+10.2% |