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 | $30,729 | $198,466-84.5% | $170,442-82.0% | $147,584-79.2% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 20.22% | 257.29%-237.1pp | 205.93%-185.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,820 | $6,184-70.6% | $5,433-66.5% | $4,876-62.7% |
| Participant deferral / active EE | $3,052 | $5,629-45.8% | $4,939-38.2% | $5,439-43.9% |
| Admin fee / account holder | $1,049 | $16,852-93.8% | $13,880-92.4% | $10,885-90.4% |