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 | $23,108 | $78,422-70.5% | $95,952-75.9% | $79,858-71.1% |
| Participation rate | 83.3% | 73.5%+9.8pp | 77.1%+6.3pp | 69.6%+13.7pp |
| Annual return | 21.60% | 19.37%+2.2pp | 91.61%-70.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,808 | $1,945-7.0% | $2,541-28.8% | $2,471-26.8% |
| Participant deferral / active EE | $2,919 | $3,440-15.1% | $4,167-29.9% | $3,740-21.9% |
| Admin fee / account holder | $581 | $5,622-89.7% | $6,795-91.5% | $5,306-89.1% |