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 | $26,225 | $81,208-67.7% | $98,907-73.5% | $79,858-67.2% |
| Participation rate | 82.5% | 72.5%+10.0pp | 76.0%+6.5pp | 69.6%+12.9pp |
| Annual return | 10.86% | 60.99%-50.1pp | 196.43%-185.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $986 | $1,960-49.7% | $2,689-63.3% | $2,471-60.1% |
| Participant deferral / active EE | $2,919 | $3,265-10.6% | $4,244-31.2% | $3,740-22.0% |
| Admin fee / account holder | $1,466 | $6,013-75.6% | $6,642-77.9% | $5,306-72.4% |