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 | $22,071 | $85,766-74.3% | $136,294-83.8% | $70,131-68.5% |
| Participation rate | 93.2% | 74.2%+19.0pp | 81.9%+11.3pp | 69.5%+23.6pp |
| Annual return | 22.77% | 31.45%-8.7pp | 5155.94%-5133.2pp | 73.14%-50.4pp |
| Employer contribution / active EE | $2,258 | $2,966-23.9% | $4,695-51.9% | $2,342-3.6% |
| Participant deferral / active EE | $5,888 | $5,051+16.6% | $6,247-5.7% | $3,332+76.7% |
| Admin fee / account holder | $387 | $5,420-92.9% | $9,243-95.8% | $4,645-91.7% |