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 | $17,095 | $185,200-90.8% | $142,863-88.0% | $167,490-89.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.74% | 8555.70%-8541.0pp | 5637.54%-5622.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,417 | $5,604-56.9% | $4,144-41.7% | $4,837-50.0% |
| Participant deferral / active EE | $632 | $4,494-85.9% | $3,837-83.5% | $6,341-90.0% |
| Admin fee / account holder | $1,059 | $8,031-86.8% | $6,560-83.9% | $12,309-91.4% |