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 3-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 | $10,477 | $133,922-92.2% | $116,228-91.0% | $142,382-92.6% |
| Participation rate | 72.2% | 77.9%-5.6pp | 74.6%-2.3pp | 80.1%-7.9pp |
| Annual return | 22.66% | 147.76%-125.1pp | 90.06%-67.4pp | 217.08%-194.4pp |
| Employer contribution / active EE | $722 | $3,446-79.1% | $2,994-75.9% | $4,299-83.2% |
| Participant deferral / active EE | $2,021 | $5,672-64.4% | $4,953-59.2% | $6,507-68.9% |
| Admin fee / account holder | $434 | $14,945-97.1% | $11,989-96.4% | $12,624-96.6% |