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 | $23,788 | $202,318-88.2% | $172,739-86.2% | $152,861-84.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.78% | 1029.65%-1013.9pp | 802.84%-787.1pp | 345.32%-329.5pp |
| Employer contribution / active EE | $6,024 | $5,856+2.9% | $5,143+17.1% | $4,762+26.5% |
| Participant deferral / active EE | $3,847 | $5,948-35.3% | $5,198-26.0% | $5,850-34.2% |
| Admin fee / account holder | $558 | $17,109-96.7% | $13,954-96.0% | $11,596-95.2% |