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 | $20,584 | $176,812-88.4% | $146,665-86.0% | $167,490-87.7% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 10.22% | 24.03%-13.8pp | 22.74%-12.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,888 | $5,160-63.4% | $4,136-54.3% | $4,837-61.0% |
| Participant deferral / active EE | $2,722 | $6,440-57.7% | $5,506-50.6% | $6,341-57.1% |
| Admin fee / account holder | $6,378 | $13,259-51.9% | $10,280-38.0% | $12,309-48.2% |