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 | $34,824 | $100,041-65.2% | $149,718-76.7% | $70,131-50.3% |
| Participation rate | 87.4% | 83.6%+3.8pp | 87.1%+0.3pp | 69.5%+17.8pp |
| Annual return | 19.98% | 27.43%-7.4pp | 1501.63%-1481.6pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,092 | $3,662-70.2% | $5,445-79.9% | $2,342-53.4% |
| Participant deferral / active EE | $2,849 | $4,983-42.8% | $6,569-56.6% | $3,332-14.5% |
| Admin fee / account holder | $685 | $8,286-91.7% | $11,283-93.9% | $4,645-85.3% |