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 | $23,009 | $80,724-71.5% | $103,333-77.7% | $74,495-69.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.42% | 27.56%-15.1pp | 24.88%-12.5pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,236 | $3,157+2.5% | $3,868-16.3% | $2,623+23.4% |
| Participant deferral / active EE | $4,562 | $3,860+18.2% | $5,057-9.8% | $4,346+5.0% |
| Admin fee / account holder | $7,319 | $2,368+209.1% | $8,355-12.4% | $1,942+276.9% |