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 | $21,149 | $98,750-78.6% | $149,696-85.9% | $79,858-73.5% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 22.83% | 27.43%-4.6pp | 276.60%-253.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $2,998 | $3,216-6.8% | $4,644-35.5% | $2,471+21.3% |
| Participant deferral / active EE | $2,648 | $5,680-53.4% | $6,842-61.3% | $3,740-29.2% |
| Admin fee / account holder | $6,604 | $6,053+9.1% | $9,309-29.1% | $5,306+24.5% |