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 | $64,334 | $131,893-51.2% | $303,047-78.8% | $116,875-45.0% |
| Participation rate | 84.2% | 79.5%+4.7pp | 87.1%-2.9pp | 74.5%+9.7pp |
| Annual return | 16.61% | 15.41%+1.2pp | 2.47%+14.1pp | 16.29%+0.3pp |
| Employer contribution / active EE | $1,848 | $3,467-46.7% | $7,418-75.1% | $3,288-43.8% |
| Participant deferral / active EE | $2,809 | $4,183-32.8% | $5,070-44.6% | $3,885-27.7% |
| Admin fee / account holder | $3,184 | $14,721-78.4% | $39,333-91.9% | $12,263-74.0% |