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 | $23,316 | $162,781-85.7% | $133,956-82.6% | $158,922-85.3% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 11.47% | 41.94%-30.5pp | 45.09%-33.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $982 | $4,975-80.3% | $3,919-74.9% | $4,761-79.4% |
| Participant deferral / active EE | $2,208 | $5,911-62.7% | $5,048-56.3% | $5,982-63.1% |
| Admin fee / account holder | $1,049 | $11,736-91.1% | $8,927-88.3% | $11,246-90.7% |