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 | $16,983 | $226,064-92.5% | $182,532-90.7% | $152,861-88.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 21.86% | 192.51%-170.6pp | 148.54%-126.7pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,469 | $4,978-70.5% | $4,076-64.0% | $4,762-69.2% |
| Participant deferral / active EE | $4,561 | $6,368-28.4% | $5,524-17.4% | $5,850-22.0% |
| Admin fee / account holder | $2,253 | $10,703-78.9% | $8,592-73.8% | $11,596-80.6% |