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 | $15,463 | $106,890-85.5% | $84,015-81.6% | $152,861-89.9% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.4%-12.4pp |
| Annual return | 18.96% | 104.99%-86.0pp | 71.31%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,218 | $2,734-55.4% | $1,983-38.6% | $4,762-74.4% |
| Participant deferral / active EE | $1,878 | $4,011-53.2% | $3,239-42.0% | $5,850-67.9% |
| Admin fee / account holder | $1,163 | $8,285-86.0% | $6,101-80.9% | $11,596-90.0% |