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 | $20,742 | $89,355-76.8% | $141,162-85.3% | $72,985-71.6% |
| Participation rate | 86.4% | 75.1%+11.2pp | 82.5%+3.9pp | 69.5%+16.9pp |
| Annual return | 53.35% | 111.85%-58.5pp | 71.39%-18.0pp | 81.00%-27.7pp |
| Employer contribution / active EE | $3,811 | $3,114+22.4% | $4,735-19.5% | $2,440+56.2% |
| Participant deferral / active EE | $7,362 | $5,418+35.9% | $6,709+9.7% | $3,607+104.1% |
| Admin fee / account holder | $1,229 | $5,958-79.4% | $10,261-88.0% | $5,124-76.0% |