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 | $23,772 | $88,083-73.0% | $164,813-85.6% | $74,495-68.1% |
| Participation rate | 96.9% | 73.0%+23.8pp | 78.6%+18.3pp | 67.2%+29.7pp |
| Annual return | 11.85% | 17.26%-5.4pp | 69.93%-58.1pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $804 | $2,593-69.0% | $4,341-81.5% | $2,623-69.4% |
| Participant deferral / active EE | $4,842 | $4,498+7.7% | $6,031-19.7% | $4,346+11.4% |
| Admin fee / account holder | $4,579 | $2,234+105.0% | $12,690-63.9% | $1,942+135.8% |