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 | $19,652 | $150,440-86.9% | $136,294-85.6% | $147,584-86.7% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 16.50% | 1049.08%-1032.6pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,390 | $5,256-54.5% | $4,695-49.1% | $4,876-51.0% |
| Participant deferral / active EE | $3,449 | $6,630-48.0% | $6,247-44.8% | $5,439-36.6% |
| Admin fee / account holder | $462 | $10,905-95.8% | $9,243-95.0% | $10,885-95.8% |