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 | $10,241 | $227,553-95.5% | $189,557-94.6% | $167,490-93.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 79.32% | 78.40%+0.9pp | 64.17%+15.1pp | 478.56%-399.2pp |
| Employer contribution / active EE | $1,353 | $5,316-74.6% | $4,412-69.3% | $4,837-72.0% |
| Participant deferral / active EE | $1,639 | $7,002-76.6% | $6,174-73.4% | $6,341-74.2% |
| Admin fee / account holder | $363 | $11,878-96.9% | $9,807-96.3% | $12,309-97.1% |