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 | $23,063 | $82,032-71.9% | $123,104-81.3% | $59,632-61.3% |
| Participation rate | 86.2% | 83.2%+3.0pp | 86.8%-0.6pp | 68.7%+17.5pp |
| Annual return | 2.77% | 5.12%-2.4pp | 13.22%-10.5pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $1,957 | $3,297-40.6% | $5,151-62.0% | $2,203-11.1% |
| Participant deferral / active EE | $2,490 | $4,667-46.6% | $6,230-60.0% | $3,192-22.0% |
| Admin fee / account holder | $586 | $5,881-90.0% | $9,015-93.5% | $4,297-86.4% |