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 | $20,491 | $78,422-73.9% | $95,952-78.6% | $79,858-74.3% |
| Participation rate | 77.4% | 73.5%+3.9pp | 77.1%+0.3pp | 69.6%+7.7pp |
| Annual return | 12.19% | 19.37%-7.2pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,488 | $1,945-23.5% | $2,541-41.4% | $2,471-39.8% |
| Participant deferral / active EE | $2,170 | $3,440-36.9% | $4,167-47.9% | $3,740-42.0% |
| Admin fee / account holder | $4,884 | $5,622-13.1% | $6,795-28.1% | $5,306-7.9% |