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 | $23,312 | $109,359-78.7% | $162,163-85.6% | $72,985-68.1% |
| Participation rate | 75.0% | 84.3%-9.3pp | 87.6%-12.6pp | 69.5%+5.5pp |
| Annual return | 25.42% | 25.46%0pp | 115.59%-90.2pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,278 | $3,907-67.3% | $5,614-77.2% | $2,440-47.6% |
| Participant deferral / active EE | $3,678 | $5,481-32.9% | $7,298-49.6% | $3,607+1.9% |
| Admin fee / account holder | $1,862 | $7,972-76.6% | $10,843-82.8% | $5,124-63.7% |