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 | $18,666 | $72,404-74.2% | $110,238-83.1% | $64,186-70.9% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | 9.35% | -6.29%+15.6pp | 314.74%-305.4pp | 7.63%+1.7pp |
| Employer contribution / active EE | $2,274 | $2,282-0.3% | $3,826-40.6% | $2,381-4.5% |
| Participant deferral / active EE | $3,696 | $3,469+6.5% | $4,672-20.9% | $3,470+6.5% |
| Admin fee / account holder | $811 | $5,664-85.7% | $8,547-90.5% | $4,888-83.4% |