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 | $23,164 | $56,629-59.1% | $77,999-70.3% | $55,167-58.0% |
| Participation rate | 84.2% | 73.3%+10.9pp | 75.5%+8.6pp | 69.0%+15.2pp |
| Annual return | 5.90% | 2866.98%-2861.1pp | 425.96%-420.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,416 | $1,723-17.8% | $2,470-42.7% | $1,963-27.8% |
| Participant deferral / active EE | $2,335 | $2,777-15.9% | $3,497-33.2% | $3,054-23.5% |
| Admin fee / account holder | $4,987 | $467+969.0% | $5,480-9.0% | $504+889.7% |