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 | $20,691 | $150,440-86.2% | $136,294-84.8% | $147,584-86.0% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 15.10% | 1049.08%-1034.0pp | 5155.94%-5140.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $5,331 | $5,256+1.4% | $4,695+13.5% | $4,876+9.3% |
| Participant deferral / active EE | $7,215 | $6,630+8.8% | $6,247+15.5% | $5,439+32.7% |
| Admin fee / account holder | $13,996 | $10,905+28.3% | $9,243+51.4% | $10,885+28.6% |