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 | $24,146 | $100,041-75.9% | $149,718-83.9% | $70,131-65.6% |
| Participation rate | 94.1% | 83.6%+10.5pp | 87.1%+7.0pp | 69.5%+24.6pp |
| Annual return | 25.20% | 27.43%-2.2pp | 1501.63%-1476.4pp | 73.14%-47.9pp |
| Employer contribution / active EE | $3,381 | $3,662-7.7% | $5,445-37.9% | $2,342+44.3% |
| Participant deferral / active EE | $9,612 | $4,983+92.9% | $6,569+46.3% | $3,332+188.5% |
| Admin fee / account holder | $3,240 | $8,286-60.9% | $11,283-71.3% | $4,645-30.3% |