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 | $17,810 | $198,466-91.0% | $170,442-89.6% | $147,584-87.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 12.56% | 257.29%-244.7pp | 205.93%-193.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,516 | $6,184-75.5% | $5,433-72.1% | $4,876-68.9% |
| Participant deferral / active EE | $2,988 | $5,629-46.9% | $4,939-39.5% | $5,439-45.1% |
| Admin fee / account holder | $3,073 | $16,852-81.8% | $13,880-77.9% | $10,885-71.8% |