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 | $20,735 | $171,865-87.9% | $149,718-86.2% | $147,584-86.0% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 19.34% | 2113.22%-2093.9pp | 1501.63%-1482.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $4,414 | $6,275-29.7% | $5,445-18.9% | $4,876-9.5% |
| Participant deferral / active EE | $7,859 | $7,271+8.1% | $6,569+19.6% | $5,439+44.5% |
| Admin fee / account holder | $716 | $13,799-94.8% | $11,283-93.7% | $10,885-93.4% |