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 | $13,363 | $84,233-84.1% | $170,442-92.2% | $70,131-80.9% |
| Participation rate | 94.3% | 70.8%+23.5pp | 83.6%+10.7pp | 69.5%+24.7pp |
| Annual return | 23.34% | 23.06%+0.3pp | 205.93%-182.6pp | 73.14%-49.8pp |
| Employer contribution / active EE | $1,923 | $3,387-43.2% | $5,433-64.6% | $2,342-17.9% |
| Participant deferral / active EE | $3,847 | $3,086+24.7% | $4,939-22.1% | $3,332+15.5% |
| Admin fee / account holder | $308 | $5,698-94.6% | $13,880-97.8% | $4,645-93.4% |