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 | $29,489 | $136,791-78.4% | $133,956-78.0% | - |
| Participation rate | 0.0% | 70.8%-70.8pp | 79.8%-79.8pp | - |
| Annual return | 14.00% | 9.25%+4.7pp | 45.09%-31.1pp | - |
| Employer contribution / active EE | $0 | $2,431-100.0% | $3,919-100.0% | - |
| Participant deferral / active EE | $0 | $3,586-100.0% | $5,048-100.0% | - |
| Admin fee / account holder | $880 | $8,409-89.5% | $8,927-90.1% | - |