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 | $18,690 | $185,822-89.9% | $169,993-89.0% | $139,434-86.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.04% | 60.50%-48.5pp | 53.37%-41.3pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,693 | $7,590-64.5% | $6,785-60.3% | $4,751-43.3% |
| Participant deferral / active EE | $3,486 | $11,622-70.0% | $10,408-66.5% | $6,710-48.0% |
| Admin fee / account holder | $373 | $15,381-97.6% | $12,815-97.1% | $11,403-96.7% |