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 | $21,680 | $144,119-85.0% | $117,854-81.6% | $147,584-85.3% |
| Participation rate | 86.7% | 83.4%+3.2pp | 79.7%+7.0pp | 82.8%+3.8pp |
| Annual return | 14.89% | 531.15%-516.3pp | 335.08%-320.2pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,800 | $4,896-63.2% | $3,786-52.5% | $4,876-63.1% |
| Participant deferral / active EE | $4,697 | $5,316-11.6% | $4,482+4.8% | $5,439-13.6% |
| Admin fee / account holder | $944 | $10,886-91.3% | $8,020-88.2% | $10,885-91.3% |