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 | $16,214 | $63,346-74.4% | $92,233-82.4% | $70,131-76.9% |
| Participation rate | 92.1% | 68.7%+23.4pp | 76.5%+15.6pp | 69.5%+22.6pp |
| Annual return | 16.63% | 530.12%-513.5pp | 176.28%-159.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,744 | $2,471-29.4% | $3,679-52.6% | $2,342-25.5% |
| Participant deferral / active EE | $1,264 | $2,854-55.7% | $3,897-67.6% | $3,332-62.1% |
| Admin fee / account holder | $2,784 | $3,840-27.5% | $5,194-46.4% | $4,645-40.1% |