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 | $10,237 | $99,020-89.7% | $86,590-88.2% | $147,584-93.1% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 19.47% | 1312.34%-1292.9pp | 964.84%-945.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $218 | $3,132-93.0% | $2,839-92.3% | $4,876-95.5% |
| Participant deferral / active EE | $1,681 | $3,972-57.7% | $3,609-53.4% | $5,439-69.1% |
| Admin fee / account holder | $718 | $5,710-87.4% | $4,906-85.4% | $10,885-93.4% |