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 | $14,856 | $78,422-81.1% | $95,952-84.5% | $79,858-81.4% |
| Participation rate | 78.1% | 73.5%+4.6pp | 77.1%+1.1pp | 69.6%+8.5pp |
| Annual return | 26.69% | 19.37%+7.3pp | 91.61%-64.9pp | 31.71%-5.0pp |
| Employer contribution / active EE | $1,493 | $1,945-23.2% | $2,541-41.2% | $2,471-39.6% |
| Participant deferral / active EE | $1,972 | $3,440-42.7% | $4,167-52.7% | $3,740-47.3% |
| Admin fee / account holder | $1,764 | $5,622-68.6% | $6,795-74.0% | $5,306-66.7% |