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 | $25,102 | $94,625-73.5% | $116,228-78.4% | $84,808-70.4% |
| Participation rate | 94.0% | 70.4%+23.6pp | 74.6%+19.4pp | 68.3%+25.7pp |
| Annual return | 31.18% | 20.40%+10.8pp | 90.06%-58.9pp | 40.90%-9.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,204 | $3,972-19.3% | $4,953-35.3% | $4,212-23.9% |
| Admin fee / account holder | $2,047 | $10,091-79.7% | $11,989-82.9% | $7,344-72.1% |