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 | $9,067 | $135,952-93.3% | $123,892-92.7% | $273,961-96.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 14.21% | 56.63%-42.4pp | 47.52%-33.3pp | 41.45%-27.2pp |
| Employer contribution / active EE | $3,197 | $5,170-38.2% | $4,617-30.7% | $4,869-34.3% |
| Participant deferral / active EE | $3,728 | $6,343-41.2% | $5,984-37.7% | $5,287-29.5% |
| Admin fee / account holder | $1,692 | $9,817-82.8% | $8,357-79.8% | $10,132-83.3% |