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 | $20,348 | $214,378-90.5% | $200,582-89.9% | $142,382-85.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 14.05% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,453 | $6,841-34.9% | $6,419-30.6% | $4,299+3.6% |
| Participant deferral / active EE | $3,144 | $9,865-68.1% | $9,331-66.3% | $6,507-51.7% |
| Admin fee / account holder | $3,351 | $17,692-81.1% | $16,305-79.4% | $12,624-73.5% |