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 | $27,718 | $78,422-64.7% | $95,952-71.1% | $79,858-65.3% |
| Participation rate | 94.3% | 73.5%+20.9pp | 77.1%+17.3pp | 69.6%+24.7pp |
| Annual return | 15.77% | 19.37%-3.6pp | 91.61%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,631 | $1,945+35.3% | $2,541+3.6% | $2,471+6.5% |
| Participant deferral / active EE | $4,588 | $3,440+33.4% | $4,167+10.1% | $3,740+22.7% |
| Admin fee / account holder | $2,897 | $5,622-48.5% | $6,795-57.4% | $5,306-45.4% |