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 | $22,893 | $171,865-86.7% | $149,718-84.7% | $147,584-84.5% |
| Participation rate | 86.4% | 88.2%-1.8pp | 87.1%-0.7pp | 82.8%+3.5pp |
| Annual return | 23.87% | 2113.22%-2089.3pp | 1501.63%-1477.8pp | 578.55%-554.7pp |
| Employer contribution / active EE | $2,239 | $6,275-64.3% | $5,445-58.9% | $4,876-54.1% |
| Participant deferral / active EE | $3,940 | $7,271-45.8% | $6,569-40.0% | $5,439-27.6% |
| Admin fee / account holder | $693 | $13,799-95.0% | $11,283-93.9% | $10,885-93.6% |