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 | $29,942 | $109,359-72.6% | $162,163-81.5% | $72,985-59.0% |
| Participation rate | 75.7% | 84.3%-8.6pp | 87.6%-11.9pp | 69.5%+6.2pp |
| Annual return | 32.89% | 25.46%+7.4pp | 115.59%-82.7pp | 81.00%-48.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,537 | $5,481-17.2% | $7,298-37.8% | $3,607+25.8% |
| Admin fee / account holder | $1,066 | $7,972-86.6% | $10,843-90.2% | $5,124-79.2% |