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 | $12,117 | $63,346-80.9% | $92,233-86.9% | $70,131-82.7% |
| Participation rate | 94.1% | 68.7%+25.4pp | 76.5%+17.6pp | 69.5%+24.6pp |
| Annual return | 27.81% | 530.12%-502.3pp | 176.28%-148.5pp | 73.14%-45.3pp |
| Employer contribution / active EE | $3,784 | $2,471+53.1% | $3,679+2.8% | $2,342+61.5% |
| Participant deferral / active EE | $2,033 | $2,854-28.8% | $3,897-47.8% | $3,332-39.0% |
| Admin fee / account holder | $619 | $3,840-83.9% | $5,194-88.1% | $4,645-86.7% |