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 | $25,558 | $72,404-64.7% | $110,238-76.8% | $64,186-60.2% |
| Participation rate | 75.4% | 73.3%+2.1pp | 79.8%-4.4pp | 69.6%+5.8pp |
| Annual return | 7.57% | -6.29%+13.9pp | 314.74%-307.2pp | 7.63%-0.1pp |
| Employer contribution / active EE | $1,475 | $2,282-35.4% | $3,826-61.5% | $2,381-38.1% |
| Participant deferral / active EE | $3,264 | $3,469-5.9% | $4,672-30.1% | $3,470-5.9% |
| Admin fee / account holder | $1,043 | $5,664-81.6% | $8,547-87.8% | $4,888-78.7% |