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 | $22,019 | $121,098-81.8% | $125,175-82.4% | - |
| Participation rate | 0.0% | 74.4%-74.4pp | 79.8%-79.8pp | - |
| Annual return | 18.28% | 15.50%+2.8pp | 43.79%-25.5pp | - |
| Employer contribution / active EE | $0 | $1,930-100.0% | $3,865-100.0% | - |
| Participant deferral / active EE | $0 | $3,481-100.0% | $4,937-100.0% | - |
| Admin fee / account holder | $1,718 | $16,883-89.8% | $9,702-82.3% | - |