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 | $21,795 | $185,822-88.3% | $169,993-87.2% | $139,434-84.4% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 14.50% | 60.50%-46.0pp | 53.37%-38.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,548 | $7,590-66.4% | $6,785-62.5% | $4,751-46.4% |
| Participant deferral / active EE | $9,621 | $11,622-17.2% | $10,408-7.6% | $6,710+43.4% |
| Admin fee / account holder | $28,462 | $15,381+85.1% | $12,815+122.1% | $11,403+149.6% |