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 | $15,558 | $48,570-68.0% | $130,648-88.1% | $72,985-78.7% |
| Participation rate | 73.0% | 58.6%+14.4pp | 71.7%+1.2pp | 69.5%+3.5pp |
| Annual return | 21.92% | 38.63%-16.7pp | 1708.96%-1687.0pp | 81.00%-59.1pp |
| Employer contribution / active EE | $388 | $1,334-71.0% | $4,092-90.5% | $2,440-84.1% |
| Participant deferral / active EE | $1,258 | $2,384-47.2% | $3,603-65.1% | $3,607-65.1% |
| Admin fee / account holder | $1,001 | $3,549-71.8% | $5,464-81.7% | $5,124-80.5% |