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 5-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 | $26,469 | $138,347-80.9% | $184,203-85.6% | $80,856-67.3% |
| Participation rate | 73.1% | 83.9%-10.8pp | 86.8%-13.7pp | 67.6%+5.4pp |
| Annual return | 18.12% | 20.02%-1.9pp | 28.81%-10.7pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,987 | $4,850-38.4% | $6,427-53.5% | $2,755+8.4% |
| Participant deferral / active EE | $6,796 | $7,071-3.9% | $9,131-25.6% | $4,296+58.2% |
| Admin fee / account holder | $4,910 | $10,483-53.2% | $13,901-64.7% | $6,918-29.0% |