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 | $13,860 | $78,485-82.3% | $106,213-87.0% | $74,495-81.4% |
| Participation rate | 83.9% | 72.8%+11.1pp | 75.3%+8.6pp | 67.2%+16.7pp |
| Annual return | 11.43% | 15.95%-4.5pp | 116.14%-104.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,213 | $2,523-51.9% | $3,171-61.7% | $2,623-53.7% |
| Participant deferral / active EE | $2,110 | $4,322-51.2% | $5,016-57.9% | $4,346-51.4% |
| Admin fee / account holder | $14,482 | $2,232+548.9% | $11,033+31.3% | $1,942+645.9% |