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 | $23,417 | $109,359-78.6% | $162,163-85.6% | $72,985-67.9% |
| Participation rate | 76.5% | 84.3%-7.8pp | 87.6%-11.1pp | 69.5%+7.0pp |
| Annual return | 22.98% | 25.46%-2.5pp | 115.59%-92.6pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,322 | $3,907-66.2% | $5,614-76.5% | $2,440-45.8% |
| Participant deferral / active EE | $3,127 | $5,481-43.0% | $7,298-57.2% | $3,607-13.3% |
| Admin fee / account holder | $320 | $7,972-96.0% | $10,843-97.0% | $5,124-93.7% |