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 | $20,328 | $198,466-89.8% | $170,442-88.1% | $147,584-86.2% |
| Participation rate | 95.7% | 88.0%+7.7pp | 83.6%+12.1pp | 82.8%+12.8pp |
| Annual return | 20.71% | 257.29%-236.6pp | 205.93%-185.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,432 | $6,184-76.8% | $5,433-73.6% | $4,876-70.6% |
| Participant deferral / active EE | $1,976 | $5,629-64.9% | $4,939-60.0% | $5,439-63.7% |
| Admin fee / account holder | $3,327 | $16,852-80.3% | $13,880-76.0% | $10,885-69.4% |