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 | $16,113 | $98,750-83.7% | $149,696-89.2% | $79,858-79.8% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.5%+12.0pp | 69.6%+24.8pp |
| Annual return | 18.31% | 27.43%-9.1pp | 276.60%-258.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,490 | $3,216-53.7% | $4,644-67.9% | $2,471-39.7% |
| Participant deferral / active EE | $2,681 | $5,680-52.8% | $6,842-60.8% | $3,740-28.3% |
| Admin fee / account holder | $2,187 | $6,053-63.9% | $9,309-76.5% | $5,306-58.8% |