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 9-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 | $11,684 | $85,766-86.4% | $136,294-91.4% | $70,131-83.3% |
| Participation rate | 71.4% | 74.2%-2.7pp | 81.9%-10.5pp | 69.5%+1.9pp |
| Annual return | 37.17% | 31.45%+5.7pp | 5155.94%-5118.8pp | 73.14%-36.0pp |
| Employer contribution / active EE | $2,235 | $2,966-24.6% | $4,695-52.4% | $2,342-4.6% |
| Participant deferral / active EE | $3,603 | $5,051-28.7% | $6,247-42.3% | $3,332+8.1% |
| Admin fee / account holder | $1,105 | $5,420-79.6% | $9,243-88.0% | $4,645-76.2% |