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 | $12,203 | $116,175-89.5% | $93,606-87.0% | $152,861-92.0% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 13.44% | 35.96%-22.5pp | 32.76%-19.3pp | 345.32%-331.9pp |
| Employer contribution / active EE | $959 | $3,218-70.2% | $2,718-64.7% | $4,762-79.9% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,873 | $10,748-82.6% | $7,888-76.3% | $11,596-83.9% |