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 | $11,781 | $65,365-82.0% | $92,893-87.3% | $72,985-83.9% |
| Participation rate | 95.6% | 68.3%+27.2pp | 76.0%+19.6pp | 69.5%+26.1pp |
| Annual return | 22.38% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $955 | $2,594-63.2% | $3,653-73.9% | $2,440-60.9% |
| Participant deferral / active EE | $2,542 | $3,128-18.7% | $4,236-40.0% | $3,607-29.5% |
| Admin fee / account holder | $528 | $4,251-87.6% | $5,794-90.9% | $5,124-89.7% |