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 | $21,738 | $116,175-81.3% | $93,606-76.8% | $152,861-85.8% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 18.34% | 35.96%-17.6pp | 32.76%-14.4pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,559 | $3,218-51.6% | $2,718-42.7% | $4,762-67.3% |
| Participant deferral / active EE | $2,511 | $4,603-45.5% | $4,069-38.3% | $5,850-57.1% |
| Admin fee / account holder | $8,875 | $10,748-17.4% | $7,888+12.5% | $11,596-23.5% |