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 | $21,789 | $54,573-60.1% | $90,951-76.0% | $73,488-70.4% |
| Participation rate | 96.6% | 61.2%+35.4pp | 69.0%+27.6pp | 70.7%+25.9pp |
| Annual return | 24.68% | 16.69%+8.0pp | 134.60%-109.9pp | 28.51%-3.8pp |
| Employer contribution / active EE | $3,662 | $991+269.4% | $2,122+72.6% | $2,270+61.3% |
| Participant deferral / active EE | $2,816 | $2,517+11.9% | $3,373-16.5% | $3,740-24.7% |
| Admin fee / account holder | $2,906 | $521+457.2% | $5,959-51.2% | $513+466.3% |