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 | $27,844 | $202,318-86.2% | $172,739-83.9% | $152,861-81.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 15.20% | 1029.65%-1014.5pp | 802.84%-787.6pp | 345.32%-330.1pp |
| Employer contribution / active EE | $2,258 | $5,856-61.4% | $5,143-56.1% | $4,762-52.6% |
| Participant deferral / active EE | $2,445 | $5,948-58.9% | $5,198-53.0% | $5,850-58.2% |
| Admin fee / account holder | $1,118 | $17,109-93.5% | $13,954-92.0% | $11,596-90.4% |