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 | $21,700 | $109,359-80.2% | $162,163-86.6% | $72,985-70.3% |
| Participation rate | 90.0% | 84.3%+5.7pp | 87.6%+2.4pp | 69.5%+20.5pp |
| Annual return | 24.28% | 25.46%-1.2pp | 115.59%-91.3pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,515 | $3,907-61.2% | $5,614-73.0% | $2,440-37.9% |
| Participant deferral / active EE | $5,327 | $5,481-2.8% | $7,298-27.0% | $3,607+47.7% |
| Admin fee / account holder | $1,387 | $7,972-82.6% | $10,843-87.2% | $5,124-72.9% |