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 | $35,589 | $148,978-76.1% | $200,582-82.3% | $84,808-58.0% |
| Participation rate | 92.3% | 84.2%+8.1pp | 86.9%+5.4pp | 68.3%+24.0pp |
| Annual return | 13.80% | 28.16%-14.4pp | 42.33%-28.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,357 | $4,815-51.0% | $6,419-63.3% | $2,631-10.4% |
| Participant deferral / active EE | $3,591 | $7,142-49.7% | $9,331-61.5% | $4,212-14.7% |
| Admin fee / account holder | $18,367 | $13,977+31.4% | $16,305+12.7% | $7,344+150.1% |