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 | $24,179 | $76,367-68.3% | $93,606-74.2% | $72,985-66.9% |
| Participation rate | 76.8% | 71.7%+5.0pp | 75.8%+1.0pp | 69.5%+7.3pp |
| Annual return | 22.63% | 25.82%-3.2pp | 32.76%-10.1pp | 81.00%-58.4pp |
| Employer contribution / active EE | $844 | $2,275-62.9% | $2,718-68.9% | $2,440-65.4% |
| Participant deferral / active EE | $1,603 | $3,538-54.7% | $4,069-60.6% | $3,607-55.6% |
| Admin fee / account holder | $1,145 | $6,838-83.3% | $7,888-85.5% | $5,124-77.7% |