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 | $10,924 | $63,346-82.8% | $92,233-88.2% | $70,131-84.4% |
| Participation rate | 97.1% | 68.7%+28.4pp | 76.5%+20.6pp | 69.5%+27.5pp |
| Annual return | 23.61% | 530.12%-506.5pp | 176.28%-152.7pp | 73.14%-49.5pp |
| Employer contribution / active EE | $1,980 | $2,471-19.9% | $3,679-46.2% | $2,342-15.5% |
| Participant deferral / active EE | $3,512 | $2,854+23.1% | $3,897-9.9% | $3,332+5.4% |
| Admin fee / account holder | $746 | $3,840-80.6% | $5,194-85.6% | $4,645-83.9% |