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 | $23,346 | $91,552-74.5% | $133,956-82.6% | $79,858-70.8% |
| Participation rate | 97.8% | 73.3%+24.5pp | 79.8%+18.0pp | 69.6%+28.2pp |
| Annual return | 16.04% | 61.85%-45.8pp | 45.09%-29.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,767 | $2,384+16.1% | $3,919-29.4% | $2,471+12.0% |
| Participant deferral / active EE | $3,948 | $3,733+5.8% | $5,048-21.8% | $3,740+5.6% |
| Admin fee / account holder | $1,595 | $6,321-74.8% | $8,927-82.1% | $5,306-69.9% |