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 8-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 | $23,335 | $98,750-76.4% | $149,696-84.4% | $79,858-70.8% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.5%-5.0pp | 69.6%+7.9pp |
| Annual return | 33.93% | 27.43%+6.5pp | 276.60%-242.7pp | 31.71%+2.2pp |
| Employer contribution / active EE | $2,671 | $3,216-17.0% | $4,644-42.5% | $2,471+8.1% |
| Participant deferral / active EE | $4,014 | $5,680-29.3% | $6,842-41.3% | $3,740+7.3% |
| Admin fee / account holder | $827 | $6,053-86.3% | $9,309-91.1% | $5,306-84.4% |