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 | $15,354 | $89,355-82.8% | $141,162-89.1% | $72,985-79.0% |
| Participation rate | 71.2% | 75.1%-4.0pp | 82.5%-11.3pp | 69.5%+1.7pp |
| Annual return | 20.74% | 111.85%-91.1pp | 71.39%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,313 | $3,114-57.8% | $4,735-72.3% | $2,440-46.2% |
| Participant deferral / active EE | $2,694 | $5,418-50.3% | $6,709-59.8% | $3,607-25.3% |
| Admin fee / account holder | $1,752 | $5,958-70.6% | $10,261-82.9% | $5,124-65.8% |