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 | $19,970 | $165,984-88.0% | $164,813-87.9% | $145,922-86.3% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.6%-2.4pp | 80.3%-4.1pp |
| Annual return | 11.63% | 100.03%-88.4pp | 69.93%-58.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,591 | $5,273-69.8% | $4,341-63.3% | $4,660-65.8% |
| Participant deferral / active EE | $2,146 | $6,959-69.2% | $6,031-64.4% | $6,688-67.9% |
| Admin fee / account holder | $20,254 | $16,648+21.7% | $12,690+59.6% | $13,397+51.2% |