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 | $16,003 | $165,335-90.3% | $149,696-89.3% | $158,922-89.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 20.90% | 348.15%-327.3pp | 276.60%-255.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $4,938 | $5,103-3.2% | $4,644+6.3% | $4,761+3.7% |
| Participant deferral / active EE | $2,411 | $7,181-66.4% | $6,842-64.8% | $5,982-59.7% |
| Admin fee / account holder | $394 | $10,807-96.4% | $9,309-95.8% | $11,246-96.5% |