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 | $23,921 | $198,466-87.9% | $170,442-86.0% | $147,584-83.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 29.18% | 257.29%-228.1pp | 205.93%-176.7pp | 578.55%-549.4pp |
| Employer contribution / active EE | $2,429 | $6,184-60.7% | $5,433-55.3% | $4,876-50.2% |
| Participant deferral / active EE | $7,310 | $5,629+29.8% | $4,939+48.0% | $5,439+34.4% |
| Admin fee / account holder | $736 | $16,852-95.6% | $13,880-94.7% | $10,885-93.2% |