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 | $20,242 | $153,772-86.8% | $133,980-84.9% | $273,961-92.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.33% | 36.51%-30.2pp | 29.30%-23.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,363 | $6,029-77.4% | $5,211-73.8% | $4,869-72.0% |
| Participant deferral / active EE | $4,932 | $6,958-29.1% | $6,282-21.5% | $5,287-6.7% |
| Admin fee / account holder | $374 | $11,765-96.8% | $9,324-96.0% | $10,132-96.3% |