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 | $17,478 | $110,257-84.1% | $96,544-81.9% | $139,434-87.5% |
| Participation rate | 88.2% | 78.1%+10.1pp | 76.0%+12.3pp | 80.3%+7.9pp |
| Annual return | 19.11% | 26.32%-7.2pp | 25.84%-6.7pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,253 | $3,620-65.4% | $2,965-57.7% | $4,751-73.6% |
| Participant deferral / active EE | $2,148 | $5,548-61.3% | $4,851-55.7% | $6,710-68.0% |
| Admin fee / account holder | $594 | $11,591-94.9% | $8,252-92.8% | $11,403-94.8% |