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 9-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 | $11,594 | $85,766-86.5% | $136,294-91.5% | $70,131-83.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 29.71% | 31.45%-1.7pp | 5155.94%-5126.2pp | 73.14%-43.4pp |
| Employer contribution / active EE | $1,561 | $2,966-47.4% | $4,695-66.7% | $2,342-33.3% |
| Participant deferral / active EE | $2,983 | $5,051-41.0% | $6,247-52.3% | $3,332-10.5% |
| Admin fee / account holder | $907 | $5,420-83.3% | $9,243-90.2% | $4,645-80.5% |