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 | $21,088 | $67,606-68.8% | $82,313-74.4% | $70,131-69.9% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.3pp |
| Annual return | 16.25% | 21.57%-5.3pp | 25.88%-9.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $549 | $1,755-68.7% | $2,428-77.4% | $2,342-76.6% |
| Participant deferral / active EE | $1,760 | $2,987-41.1% | $3,706-52.5% | $3,332-47.2% |
| Admin fee / account holder | $887 | $4,512-80.3% | $5,608-84.2% | $4,645-80.9% |