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 | $7,626 | $77,634-90.2% | $156,549-95.1% | $62,891-87.9% |
| Participation rate | 81.8% | 71.2%+10.6pp | 84.0%-2.2pp | 69.3%+12.5pp |
| Annual return | 23.09% | 50.32%-27.2pp | 32.23%-9.1pp | 20.14%+2.9pp |
| Employer contribution / active EE | $1,966 | $3,444-42.9% | $5,501-64.3% | $2,281-13.8% |
| Participant deferral / active EE | $1,452 | $3,045-52.3% | $4,871-70.2% | $3,203-54.7% |
| Admin fee / account holder | $458 | $5,561-91.8% | $13,027-96.5% | $4,296-89.3% |