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 | $18,398 | $95,803-80.8% | $113,168-83.7% | $84,808-78.3% |
| Participation rate | 84.6% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.3pp |
| Annual return | 25.80% | 25.00%+0.8pp | 24.27%+1.5pp | 40.90%-15.1pp |
| Employer contribution / active EE | $1,952 | $2,360-17.3% | $2,975-34.4% | $2,631-25.8% |
| Participant deferral / active EE | $4,580 | $4,242+8.0% | $5,107-10.3% | $4,212+8.8% |
| Admin fee / account holder | $1,121 | $8,989-87.5% | $12,068-90.7% | $7,344-84.7% |