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 | $11,403 | $85,202-86.6% | $172,739-93.4% | $72,985-84.4% |
| Participation rate | 95.1% | 70.1%+25.0pp | 82.6%+12.4pp | 69.5%+25.6pp |
| Annual return | 19.46% | 27.32%-7.9pp | 802.84%-783.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $801 | $3,324-75.9% | $5,143-84.4% | $2,440-67.2% |
| Participant deferral / active EE | $1,507 | $3,260-53.8% | $5,198-71.0% | $3,607-58.2% |
| Admin fee / account holder | $6,854 | $5,884+16.5% | $13,954-50.9% | $5,124+33.8% |