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 | $23,116 | $176,812-86.9% | $146,665-84.2% | $167,490-86.2% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 9.77% | 24.03%-14.3pp | 22.74%-13.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,129 | $5,160-78.1% | $4,136-72.7% | $4,837-76.7% |
| Participant deferral / active EE | $2,591 | $6,440-59.8% | $5,506-52.9% | $6,341-59.1% |
| Admin fee / account holder | $5,336 | $13,259-59.8% | $10,280-48.1% | $12,309-56.6% |