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 | $12,271 | $89,355-86.3% | $141,162-91.3% | $72,985-83.2% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 23.14% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $3,185 | $3,114+2.3% | $4,735-32.7% | $2,440+30.6% |
| Participant deferral / active EE | $4,738 | $5,418-12.6% | $6,709-29.4% | $3,607+31.3% |
| Admin fee / account holder | $2,641 | $5,958-55.7% | $10,261-74.3% | $5,124-48.5% |