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 | $560 | $177,572-99.7% | $154,803-99.6% | $142,382-99.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.45% | 65.07%-53.6pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $43,456 | $4,810+803.4% | $4,305+909.3% | $4,299+910.8% |
| Participant deferral / active EE | $22,000 | $6,272+250.8% | $5,540+297.1% | $6,507+238.1% |
| Admin fee / account holder | $635,187 | $16,786+3684.1% | $14,329+4332.8% | $12,624+4931.7% |