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 | $19,991 | $85,766-76.7% | $136,294-85.3% | $70,131-71.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 25.58% | 31.45%-5.9pp | 5155.94%-5130.4pp | 73.14%-47.6pp |
| Employer contribution / active EE | $3,365 | $2,966+13.5% | $4,695-28.3% | $2,342+43.7% |
| Participant deferral / active EE | $4,874 | $5,051-3.5% | $6,247-22.0% | $3,332+46.3% |
| Admin fee / account holder | $317 | $5,420-94.2% | $9,243-96.6% | $4,645-93.2% |