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 | $11,242 | $150,440-92.5% | $136,294-91.8% | $147,584-92.4% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 13.62% | 1049.08%-1035.5pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,093 | $5,256-79.2% | $4,695-76.7% | $4,876-77.6% |
| Participant deferral / active EE | $2,563 | $6,630-61.3% | $6,247-59.0% | $5,439-52.9% |
| Admin fee / account holder | $513 | $10,905-95.3% | $9,243-94.5% | $10,885-95.3% |