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 | $22,322 | $91,552-75.6% | $133,956-83.3% | $79,858-72.0% |
| Participation rate | 95.1% | 73.3%+21.8pp | 79.8%+15.3pp | 69.6%+25.5pp |
| Annual return | 17.12% | 61.85%-44.7pp | 45.09%-28.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,974 | $3,733-20.3% | $5,048-41.1% | $3,740-20.5% |
| Admin fee / account holder | $677 | $6,321-89.3% | $8,927-92.4% | $5,306-87.2% |