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 | $8,916 | $81,248-89.0% | $155,509-94.3% | $80,856-89.0% |
| Participation rate | 74.3% | 66.2%+8.1pp | 78.2%-3.9pp | 67.6%+6.6pp |
| Annual return | 11.03% | 33.31%-22.3pp | 64.67%-53.6pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,071 | $3,100-65.4% | $4,672-77.1% | $2,755-61.1% |
| Participant deferral / active EE | $2,572 | $3,452-25.5% | $5,626-54.3% | $4,296-40.1% |
| Admin fee / account holder | $335 | $7,997-95.8% | $15,912-97.9% | $6,918-95.2% |