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 | $39,337 | $140,986-72.1% | $198,754-80.2% | $116,875-66.3% |
| Participation rate | 87.9% | 77.3%+10.6pp | 81.4%+6.5pp | 74.5%+13.4pp |
| Annual return | 21.46% | 18.14%+3.3pp | 4947.04%-4925.6pp | 16.29%+5.2pp |
| Employer contribution / active EE | $1,986 | $4,137-52.0% | $4,008-50.5% | $3,288-39.6% |
| Participant deferral / active EE | $2,620 | $3,620-27.6% | $4,138-36.7% | $3,885-32.6% |
| Admin fee / account holder | $2,360 | $11,748-79.9% | $12,082-80.5% | $12,263-80.8% |