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 | $27,193 | $197,591-86.2% | $177,821-84.7% | $158,922-82.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 8.93% | 58.76%-49.8pp | 48.32%-39.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $3,478 | $6,697-48.1% | $5,918-41.2% | $4,761-27.0% |
| Participant deferral / active EE | $4,400 | $8,405-47.6% | $7,714-43.0% | $5,982-26.4% |
| Admin fee / account holder | $36,372 | $15,399+136.2% | $12,427+192.7% | $11,246+223.4% |