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 8-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 | $23,015 | $98,750-76.7% | $149,696-84.6% | $79,858-71.2% |
| Participation rate | 89.6% | 75.8%+13.8pp | 82.5%+7.1pp | 69.6%+19.9pp |
| Annual return | 14.95% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,859 | $3,216-42.2% | $4,644-60.0% | $2,471-24.8% |
| Participant deferral / active EE | $5,388 | $5,680-5.2% | $6,842-21.3% | $3,740+44.1% |
| Admin fee / account holder | $2,204 | $6,053-63.6% | $9,309-76.3% | $5,306-58.5% |