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 | $21,846 | $85,766-74.5% | $136,294-84.0% | $70,131-68.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 40.81% | 31.45%+9.4pp | 5155.94%-5115.1pp | 73.14%-32.3pp |
| Employer contribution / active EE | $1,955 | $2,966-34.1% | $4,695-58.4% | $2,342-16.5% |
| Participant deferral / active EE | $5,262 | $5,051+4.2% | $6,247-15.8% | $3,332+57.9% |
| Admin fee / account holder | $1,077 | $5,420-80.1% | $9,243-88.3% | $4,645-76.8% |