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 | $15,701 | $89,355-82.4% | $141,162-88.9% | $72,985-78.5% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 58.57% | 111.85%-53.3pp | 71.39%-12.8pp | 81.00%-22.4pp |
| Employer contribution / active EE | $2,100 | $3,114-32.6% | $4,735-55.7% | $2,440-13.9% |
| Participant deferral / active EE | $4,240 | $5,418-21.7% | $6,709-36.8% | $3,607+17.5% |
| Admin fee / account holder | $3,640 | $5,958-38.9% | $10,261-64.5% | $5,124-29.0% |