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 | $9,016 | $75,828-88.1% | $147,614-93.9% | $59,632-84.9% |
| Participation rate | 97.6% | 71.6%+26.0pp | 84.6%+12.9pp | 68.7%+28.9pp |
| Annual return | 15.23% | 0.37%+14.9pp | 61.98%-46.7pp | 2041.28%-2026.0pp |
| Employer contribution / active EE | $2,206 | $3,485-36.7% | $5,564-60.4% | $2,203+0.1% |
| Participant deferral / active EE | $3,944 | $3,130+26.0% | $4,895-19.4% | $3,192+23.6% |
| Admin fee / account holder | $574 | $5,985-90.4% | $11,611-95.1% | $4,297-86.6% |