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 | $17,852 | $109,881-83.8% | $150,045-88.1% | $84,808-79.0% |
| Participation rate | 75.8% | 76.1%-0.3pp | 82.3%-6.6pp | 68.3%+7.4pp |
| Annual return | 18.80% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,818 | $3,561-48.9% | $4,693-61.3% | $2,631-30.9% |
| Participant deferral / active EE | $2,653 | $6,636-60.0% | $7,997-66.8% | $4,212-37.0% |
| Admin fee / account holder | $1,424 | $8,568-83.4% | $13,435-89.4% | $7,344-80.6% |