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 | $16,350 | $86,286-81.1% | $111,297-85.3% | $85,850-81.0% |
| Participation rate | 73.8% | 73.3%+0.5pp | 77.3%-3.5pp | 69.3%+4.5pp |
| Annual return | 15.09% | 19.99%-4.9pp | 54.65%-39.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $721 | $2,043-64.7% | $2,731-73.6% | $2,565-71.9% |
| Participant deferral / active EE | $2,094 | $3,641-42.5% | $4,487-53.3% | $3,952-47.0% |
| Admin fee / account holder | $1,336 | $8,188-83.7% | $7,964-83.2% | $6,260-78.7% |