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 | $20,024 | $58,512-65.8% | $84,015-76.2% | $72,985-72.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 66.24% | 28.93%+37.3pp | 71.31%-5.1pp | 81.00%-14.8pp |
| Employer contribution / active EE | $2,090 | $1,163+79.7% | $1,983+5.4% | $2,440-14.3% |
| Participant deferral / active EE | $3,348 | $2,394+39.9% | $3,239+3.4% | $3,607-7.2% |
| Admin fee / account holder | $2,759 | $4,569-39.6% | $6,101-54.8% | $5,124-46.2% |