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 8-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 | $13,156 | $98,750-86.7% | $149,696-91.2% | $79,858-83.5% |
| Participation rate | 75.9% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.3pp |
| Annual return | 22.16% | 27.43%-5.3pp | 276.60%-254.4pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,286 | $3,216-60.0% | $4,644-72.3% | $2,471-47.9% |
| Participant deferral / active EE | $5,001 | $5,680-11.9% | $6,842-26.9% | $3,740+33.7% |
| Admin fee / account holder | $898 | $6,053-85.2% | $9,309-90.3% | $5,306-83.1% |