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 | $20,963 | $149,734-86.0% | $118,925-82.4% | $158,922-86.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 15.45% | 19.95%-4.5pp | 35.88%-20.4pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,480 | $4,115-64.0% | $3,263-54.7% | $4,761-68.9% |
| Participant deferral / active EE | $2,175 | $5,223-58.4% | $4,265-49.0% | $5,982-63.7% |
| Admin fee / account holder | $626 | $8,603-92.7% | $6,581-90.5% | $11,246-94.4% |