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 | $30,282 | $82,032-63.1% | $123,104-75.4% | $59,632-49.2% |
| Participation rate | 96.4% | 83.2%+13.2pp | 86.8%+9.7pp | 68.7%+27.8pp |
| Annual return | 0.40% | 5.12%-4.7pp | 13.22%-12.8pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $2,301 | $3,297-30.2% | $5,151-55.3% | $2,203+4.5% |
| Participant deferral / active EE | $2,214 | $4,667-52.5% | $6,230-64.5% | $3,192-30.6% |
| Admin fee / account holder | $955 | $5,881-83.8% | $9,015-89.4% | $4,297-77.8% |