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 | $18,687 | $149,734-87.5% | $118,925-84.3% | $158,922-88.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 23.73% | 19.95%+3.8pp | 35.88%-12.1pp | 302.83%-279.1pp |
| Employer contribution / active EE | $7,759 | $4,115+88.5% | $3,263+137.8% | $4,761+63.0% |
| Participant deferral / active EE | $9,519 | $5,223+82.2% | $4,265+123.2% | $5,982+59.1% |
| Admin fee / account holder | $3,078 | $8,603-64.2% | $6,581-53.2% | $11,246-72.6% |