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 | $18,059 | $168,632-89.3% | $147,614-87.8% | $125,391-85.6% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | 0.97% | 77.65%-76.7pp | 61.98%-61.0pp | 282.22%-281.3pp |
| Employer contribution / active EE | $3,553 | $6,252-43.2% | $5,564-36.2% | $4,866-27.0% |
| Participant deferral / active EE | $4,025 | $5,507-26.9% | $4,895-17.8% | $5,352-24.8% |
| Admin fee / account holder | $19,804 | $13,580+45.8% | $11,611+70.6% | $9,540+107.6% |