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 | $21,362 | $80,968-73.6% | $96,544-77.9% | $75,163-71.6% |
| Participation rate | 96.3% | 71.8%+24.6pp | 76.0%+20.4pp | 67.2%+29.1pp |
| Annual return | 18.06% | 27.06%-9.0pp | 25.84%-7.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,695 | $2,282-25.7% | $2,965-42.8% | $2,670-36.5% |
| Participant deferral / active EE | $3,190 | $3,928-18.8% | $4,851-34.2% | $4,125-22.7% |
| Admin fee / account holder | $3,047 | $6,724-54.7% | $8,252-63.1% | $5,651-46.1% |