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 | $23,998 | $78,705-69.5% | $117,854-79.6% | $70,131-65.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 24.66% | 23.30%+1.4pp | 335.08%-310.4pp | 73.14%-48.5pp |
| Employer contribution / active EE | $1,267 | $2,223-43.0% | $3,786-66.5% | $2,342-45.9% |
| Participant deferral / active EE | $2,422 | $3,297-26.5% | $4,482-46.0% | $3,332-27.3% |
| Admin fee / account holder | $309 | $5,065-93.9% | $8,020-96.1% | $4,645-93.3% |