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 | $41,122 | $525,611-92.2% | $404,842-89.8% | $525,611-92.2% |
| Participation rate | 93.3% | 87.0%+6.3pp | 98.3%-5.0pp | 87.0%+6.3pp |
| Annual return | 19.14% | 8.71%+10.4pp | 24.27%-5.1pp | 8.71%+10.4pp |
| Employer contribution / active EE | $0 | $21,932-100.0% | $16,592-100.0% | $21,932-100.0% |
| Participant deferral / active EE | $1,608 | $5,987-73.1% | $2,026-20.7% | $5,987-73.1% |
| Admin fee / account holder | $890 | $41,812-97.9% | $5,362-83.4% | $41,812-97.9% |