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 | $11,735 | $129,217-90.9% | $93,406-87.4% | $158,922-92.6% |
| Participation rate | 75.0% | 71.0%+4.0pp | 66.8%+8.2pp | 82.0%-7.0pp |
| Annual return | 14.74% | 118.21%-103.5pp | 78.05%-63.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $888 | $2,711-67.3% | $2,075-57.2% | $4,761-81.4% |
| Participant deferral / active EE | $1,297 | $3,909-66.8% | $3,126-58.5% | $5,982-78.3% |
| Admin fee / account holder | $3,038 | $7,383-58.8% | $5,230-41.9% | $11,246-73.0% |