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 | $31,221 | $198,466-84.3% | $170,442-81.7% | $147,584-78.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.23% | 257.29%-247.1pp | 205.93%-195.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $3,374 | $6,184-45.4% | $5,433-37.9% | $4,876-30.8% |
| Participant deferral / active EE | $3,779 | $5,629-32.9% | $4,939-23.5% | $5,439-30.5% |
| Admin fee / account holder | $625 | $16,852-96.3% | $13,880-95.5% | $10,885-94.3% |