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 | $25,755 | $217,402-88.2% | $185,823-86.1% | $167,490-84.6% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 12.28% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,918 | $5,873-50.3% | $5,167-43.5% | $4,837-39.7% |
| Participant deferral / active EE | $2,937 | $6,356-53.8% | $5,568-47.2% | $6,341-53.7% |
| Admin fee / account holder | $2,476 | $19,811-87.5% | $16,237-84.7% | $12,309-79.9% |