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 | $10,303 | $226,064-95.4% | $182,532-94.4% | $152,861-93.3% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.0%+11.5pp | 82.4%+7.0pp |
| Annual return | 15.74% | 192.51%-176.8pp | 148.54%-132.8pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,519 | $4,978-69.5% | $4,076-62.7% | $4,762-68.1% |
| Participant deferral / active EE | $6,773 | $6,368+6.4% | $5,524+22.6% | $5,850+15.8% |
| Admin fee / account holder | $691 | $10,703-93.5% | $8,592-92.0% | $11,596-94.0% |