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 9-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 | $23,054 | $100,041-77.0% | $149,718-84.6% | $70,131-67.1% |
| Participation rate | 92.6% | 83.6%+9.1pp | 87.1%+5.6pp | 69.5%+23.1pp |
| Annual return | 14.70% | 27.43%-12.7pp | 1501.63%-1486.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,153 | $3,662-68.5% | $5,445-78.8% | $2,342-50.8% |
| Participant deferral / active EE | $3,607 | $4,983-27.6% | $6,569-45.1% | $3,332+8.3% |
| Admin fee / account holder | $2,938 | $8,286-64.5% | $11,283-74.0% | $4,645-36.8% |