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 | $26,995 | $100,041-73.0% | $149,718-82.0% | $70,131-61.5% |
| Participation rate | 97.0% | 83.6%+13.4pp | 87.1%+9.9pp | 69.5%+27.4pp |
| Annual return | 17.51% | 27.43%-9.9pp | 1501.63%-1484.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,295 | $3,662-37.3% | $5,445-57.9% | $2,342-2.0% |
| Participant deferral / active EE | $2,411 | $4,983-51.6% | $6,569-63.3% | $3,332-27.6% |
| Admin fee / account holder | $7,780 | $8,286-6.1% | $11,283-31.0% | $4,645+67.5% |