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 | $20,081 | $209,411-90.4% | $178,490-88.7% | $158,922-87.4% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 36.30% | 188.75%-152.4pp | 151.07%-114.8pp | 302.83%-266.5pp |
| Employer contribution / active EE | $2,286 | $5,706-59.9% | $5,011-54.4% | $4,761-52.0% |
| Participant deferral / active EE | $2,459 | $5,954-58.7% | $5,202-52.7% | $5,982-58.9% |
| Admin fee / account holder | $2,825 | $17,074-83.5% | $13,984-79.8% | $11,246-74.9% |