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 | $13,393 | $99,957-86.6% | $149,696-91.1% | $73,488-81.8% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.5%+15.9pp | 70.7%+27.7pp |
| Annual return | 25.41% | 53.87%-28.5pp | 276.60%-251.2pp | 28.51%-3.1pp |
| Employer contribution / active EE | $2,060 | $3,191-35.5% | $4,644-55.7% | $2,270-9.3% |
| Participant deferral / active EE | $4,592 | $6,073-24.4% | $6,842-32.9% | $3,740+22.8% |
| Admin fee / account holder | $964 | $551+75.1% | $9,309-89.6% | $513+88.0% |