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 | $21,034 | $85,766-75.5% | $136,294-84.6% | $70,131-70.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 31.59% | 31.45%+0.1pp | 5155.94%-5124.3pp | 73.14%-41.6pp |
| Employer contribution / active EE | $2,131 | $2,966-28.1% | $4,695-54.6% | $2,342-9.0% |
| Participant deferral / active EE | $4,328 | $5,051-14.3% | $6,247-30.7% | $3,332+29.9% |
| Admin fee / account holder | $2,486 | $5,420-54.1% | $9,243-73.1% | $4,645-46.5% |