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 | $42,149 | $137,414-69.3% | $189,513-77.8% | $85,850-50.9% |
| Participation rate | 86.0% | 84.6%+1.4pp | 87.8%-1.8pp | 69.3%+16.7pp |
| Annual return | 14.86% | 38.14%-23.3pp | 555.15%-540.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,310 | $4,344-46.8% | $6,162-62.5% | $2,565-9.9% |
| Participant deferral / active EE | $4,548 | $6,260-27.3% | $8,221-44.7% | $3,952+15.1% |
| Admin fee / account holder | $1,131 | $8,630-86.9% | $12,045-90.6% | $6,260-81.9% |