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 | $9,118 | $78,422-88.4% | $95,952-90.5% | $79,858-88.6% |
| Participation rate | 88.0% | 73.5%+14.5pp | 77.1%+10.9pp | 69.6%+18.4pp |
| Annual return | 17.93% | 19.37%-1.4pp | 91.61%-73.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,775 | $1,945-8.7% | $2,541-30.1% | $2,471-28.1% |
| Participant deferral / active EE | $2,004 | $3,440-41.7% | $4,167-51.9% | $3,740-46.4% |
| Admin fee / account holder | $393 | $5,622-93.0% | $6,795-94.2% | $5,306-92.6% |