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 | $7,514 | $57,065-86.8% | $75,670-90.1% | $70,131-89.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 74.85% | 23.57%+51.3pp | 27.34%+47.5pp | 73.14%+1.7pp |
| Employer contribution / active EE | $1,289 | $1,817-29.0% | $2,352-45.2% | $2,342-45.0% |
| Participant deferral / active EE | $2,249 | $2,580-12.8% | $3,142-28.4% | $3,332-32.5% |
| Admin fee / account holder | $902 | $3,825-76.4% | $5,800-84.4% | $4,645-80.6% |