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 8-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 | $11,771 | $72,177-83.7% | $115,037-89.8% | $59,632-80.3% |
| Participation rate | 74.3% | 72.6%+1.7pp | 81.4%-7.1pp | 68.7%+5.6pp |
| Annual return | 19.88% | 12.02%+7.9pp | 26.14%-6.3pp | 2041.28%-2021.4pp |
| Employer contribution / active EE | $1,907 | $2,841-32.9% | $4,608-58.6% | $2,203-13.4% |
| Participant deferral / active EE | $3,187 | $4,783-33.4% | $6,026-47.1% | $3,192-0.2% |
| Admin fee / account holder | $1,336 | $4,927-72.9% | $8,175-83.7% | $4,297-68.9% |