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 | $13,472 | $210,648-93.6% | $177,989-92.4% | $145,922-90.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.52% | 385.86%-371.3pp | 294.48%-280.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,060 | $4,565-76.8% | $3,949-73.2% | $4,660-77.3% |
| Participant deferral / active EE | $1,560 | $6,958-77.6% | $6,276-75.1% | $6,688-76.7% |
| Admin fee / account holder | $3,875 | $12,013-67.7% | $10,363-62.6% | $13,397-71.1% |