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 | $26,757 | $81,208-67.1% | $98,907-72.9% | $79,858-66.5% |
| Participation rate | 74.4% | 72.5%+1.9pp | 76.0%-1.7pp | 69.6%+4.7pp |
| Annual return | 17.18% | 60.99%-43.8pp | 196.43%-179.2pp | 31.71%-14.5pp |
| Employer contribution / active EE | $458 | $1,960-76.6% | $2,689-83.0% | $2,471-81.5% |
| Participant deferral / active EE | $1,874 | $3,265-42.6% | $4,244-55.9% | $3,740-49.9% |
| Admin fee / account holder | $952 | $6,013-84.2% | $6,642-85.7% | $5,306-82.1% |