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 | $18,100 | $176,056-89.7% | $159,436-88.6% | $167,490-89.2% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 15.12% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,628 | $5,297-69.3% | $4,829-66.3% | $4,837-66.3% |
| Participant deferral / active EE | $6,134 | $7,750-20.8% | $7,352-16.6% | $6,341-3.3% |
| Admin fee / account holder | $1,431 | $12,554-88.6% | $10,799-86.8% | $12,309-88.4% |