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 | $18,416 | $150,440-87.8% | $136,294-86.5% | $147,584-87.5% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 22.90% | 1049.08%-1026.2pp | 5155.94%-5133.0pp | 578.55%-555.6pp |
| Employer contribution / active EE | $1,813 | $5,256-65.5% | $4,695-61.4% | $4,876-62.8% |
| Participant deferral / active EE | $4,522 | $6,630-31.8% | $6,247-27.6% | $5,439-16.9% |
| Admin fee / account holder | $1,013 | $10,905-90.7% | $9,243-89.0% | $10,885-90.7% |