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 | $16,603 | $99,652-83.3% | $78,778-78.9% | $147,584-88.7% |
| Participation rate | 72.2% | 76.2%-4.0pp | 69.2%+3.0pp | 82.8%-10.6pp |
| Annual return | 68.84% | 47.28%+21.6pp | 35.62%+33.2pp | 578.55%-509.7pp |
| Employer contribution / active EE | $1,264 | $2,796-54.8% | $1,986-36.3% | $4,876-74.1% |
| Participant deferral / active EE | $1,981 | $3,664-45.9% | $2,958-33.0% | $5,439-63.6% |
| Admin fee / account holder | $4,333 | $7,155-39.4% | $5,134-15.6% | $10,885-60.2% |