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 | $16,867 | $180,449-90.7% | $154,107-89.1% | $135,375-87.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.81% | 888.09%-886.3pp | 735.12%-733.3pp | 519.73%-517.9pp |
| Employer contribution / active EE | $7,229 | $6,035+19.8% | $5,298+36.5% | $4,779+51.3% |
| Participant deferral / active EE | $10,208 | $5,806+75.8% | $5,081+100.9% | $5,609+82.0% |
| Admin fee / account holder | $421,591 | $16,143+2511.6% | $13,411+3043.6% | $10,827+3793.9% |