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 | $19,579 | $150,440-87.0% | $136,294-85.6% | $147,584-86.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 24.42% | 1049.08%-1024.7pp | 5155.94%-5131.5pp | 578.55%-554.1pp |
| Employer contribution / active EE | $1,928 | $5,256-63.3% | $4,695-58.9% | $4,876-60.5% |
| Participant deferral / active EE | $2,295 | $6,630-65.4% | $6,247-63.3% | $5,439-57.8% |
| Admin fee / account holder | $1,101 | $10,905-89.9% | $9,243-88.1% | $10,885-89.9% |