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 | $151,522 | $270,399-44.0% | $209,409-27.6% | $357,791-57.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 19.31% | 194.89%-175.6pp | 159.49%-140.2pp | 396.79%-377.5pp |
| Employer contribution / active EE | $7,288 | $6,982+4.4% | $5,035+44.7% | $7,508-2.9% |
| Participant deferral / active EE | $16,066 | $4,606+248.8% | $4,230+279.8% | $5,521+191.0% |
| Admin fee / account holder | $25,451 | $18,969+34.2% | $16,474+54.5% | $28,387-10.3% |