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 | $18,355 | $154,117-88.1% | $129,995-85.9% | $139,434-86.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.52% | 32.48%-23.0pp | -137.18%+146.7pp | 372.94%-363.4pp |
| Employer contribution / active EE | $1,422 | $5,289-73.1% | $4,320-67.1% | $4,751-70.1% |
| Participant deferral / active EE | $3,105 | $6,710-53.7% | $5,820-46.6% | $6,710-53.7% |
| Admin fee / account holder | $14,831 | $14,007+5.9% | $10,614+39.7% | $11,403+30.1% |